Western Wealth Management, LLC quarter change: USA Bonds: Other Debt, New
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Western Wealth Management, LLC opened 1 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was LIBERTY MEDIA CORP DEL (+$1,116); the largest decrease was LIBERTY MEDIA CORP DEL (+$1,116).
- LIBERTY MEDIA CORP DEL: Country of operation United States; Class DEB 3.750% 2/1; Principal 2026-03-31 $0; Principal 2026-06-30 $25,500.
Two Form 13F-HR filings compared (SEC CIK 1767902): 2026-03-31 (filed 2026-06-18) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | United States | $2.735B | 422 |
| Patient Capital Management, LLC | United States | $2.735B | 40 |
| Belpointe Asset Management LLC | United States | $2.739B | 1,066 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | United States | $2.732B | 111 |
| Cartenna Capital, LP | United States | $2.742B | 47 |
| Giverny Capital Inc. | Canada | $2.731B | 51 |
| MACKAY SHIELDS LLC | United States | $2.728B | 307 |
| Stonehage Fleming Financial Services Holdings Ltd | Jersey | $2.749B | 287 |
| PROFUND ADVISORS LLC | United States | $2.724B | 1,092 |
| MIRAE ASSET SECURITIES (USA) INC. | United States | $2.723B | 153 |