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Livermore
Livermore
ZHEN

Western Wealth Management, LLC

SEC CIK
0001767902
Latest filing
Aug 14, 2026

V holding history

Visa Inc. in every 13F filed by Western Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
40,403
Value
$13.9M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of V by Western Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,403$13.9M0.5%+712+1.8%AddedHolders
Q1 202639,691$12.0M0.5%+7,148+22.0%AddedHolders
Q4 202532,543$11.4M0.5%+755+2.4%AddedHolders
Q3 202531,788$10.9M0.6%+1,075+3.5%AddedHolders
Q2 202530,713$10.9M0.6%+672+2.2%AddedHolders
Q1 202530,041$10.5M0.7%−5,951−16.5%ReducedHolders
Q4 202435,992$11.4M0.6%+70+0.2%AddedHolders
Q3 202435,922$9.88M0.6%+6,202+20.9%AddedHolders
Q2 202429,720$7.80M0.6%+628+2.2%AddedHolders
Q1 202429,092$8.12M0.6%−6,580−18.4%ReducedHolders
Q4 202335,672$9.29M0.7%+353+1.0%AddedHolders
Q3 202335,319$8.12M0.7%+1,674+5.0%AddedHolders
Q2 202333,645$7.99M0.7%+899+2.7%AddedHolders
Q1 202332,746$7.38M0.7%+390+1.2%AddedHolders
Q4 202232,356$6.72M0.7%−23,408−42.0%ReducedHolders
Q3 202255,764$10.1M0.6%+106+0.2%AddedHolders
Q2 202255,658$11.0M0.6%−3,111−5.3%ReducedHolders
Q1 202258,769$13.0M0.6%+32,495+123.7%AddedHolders
Q4 202126,274$5.70M0.6%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202128,260$6.61M0.7%+5,767+25.6%AddedHolders
Q1 202122,493$4.76M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.