Western Wealth Management, LLC

Position in RJF — Raymond James Financial Inc

CIK 1767902 GOLDEN, CO

Position in RJF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,492,022

+$97,116 QoQ

Shares Held

9,814

+1.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#363

of 897 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Western Wealth Management, LLC holds $30,690,840 across 45 Asset Management names. RJF ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	5,463	$5,253,002
2	BX	Blackstone Inc.	26,414	$3,108,134
3	PSLV	Sprott Physical Silver Trust	161,762	$3,052,448
4	BPRE	Bluerock Private Real Estate Fund	143,212	$1,863,188
5	RJF	Raymond James Financial Inc This page	9,814	$1,492,022
6	PDI	PIMCO Dynamic Income Fund	81,936	$1,368,330
7	ARCC	Ares Capital Corp	73,575	$1,363,344
8	KKR	KKR & Co. Inc.	10,531	$966,535

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,492,022	9,814	+1.9%	Shares	Sole	2026-08-14
2026-03-31	$1,394,906	9,634	-8.1%	Shares	Sole	2026-05-19
2024-12-31	$1,627,703	10,479	-1.5%	Shares	Sole	2025-02-18
2024-09-30	$1,302,607	10,637	+3.1%	Shares	Sole	2024-11-12
2023-12-31	$1,150,903	10,322	-0.1%	Shares	Sole	2024-01-31
2023-09-30	$1,037,843	10,334	+5.6%	Shares	Sole	2023-11-08
2023-06-30	$1,015,078	9,782	+16.1%	Shares	Sole	2023-08-30
2023-03-31	$785,613	8,423	-2.6%	Shares	Sole	2023-08-30
2022-12-31	$924,359	8,651	+7.0%	Shares	Sole	2023-02-03
2022-09-30	$799,157	8,087	+3.1%	Shares	Sole	2022-11-07
2022-06-30	$701,421	7,845	+56.0%	Shares	Sole	2022-07-18
2022-03-31	$552,847	5,030	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.