Western Wealth Management, LLC

Position in RJF — Raymond James Financial Inc

CIK 1767902 GOLDEN, CO

Position in RJF

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$1,394,906

-$232,797 QoQ

Shares Held

9,634

-8.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Western Wealth Management, LLC holds $33,870,679 across 140 Asset Management names. RJF ranks #5 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	5,211	$5,011,469
2	PSLV	Sprott Physical Silver Trust	150,731	$3,676,329
3	BPRE	Bluerock Private Real Estate Fund	147,117	$2,443,613
4	BX	Blackstone Inc.	18,167	$2,089,023
5	RJF	Raymond James Financial Inc This page	9,634	$1,394,906
6	ARCC	Ares Capital Corp	76,957	$1,386,765
7	PDI	PIMCO Dynamic Income Fund	78,341	$1,340,413
8	KKR	KKR & Co. Inc.	10,487	$970,047

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.