Western Wealth Management, LLC
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $391,785 | 30,371 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $467,177 | 32,353 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $466,624 | 33,546 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $486,145 | 33,620 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $495,175 | 34,459 | Shares | Sole | 2025-04-16 |
| 2024-09-30 | $516,370 | 35,884 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $518,036 | 36,201 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $570,309 | 38,353 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $548,122 | 41,399 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $599,939 | 45,902 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $654,192 | 46,728 | Shares | Sole | 2023-08-30 |
| 2023-03-31 | $545,300 | 43,729 | Shares | Sole | 2023-08-30 |
| 2022-12-31 | $543,008 | 45,213 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $1,457,094 | 124,008 | Shares | Sole | 2022-11-07 |