Skip to content
Disclosery

Denver PWM, LLC: HELO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Denver PWM, LLC on HELO, newest first. How the timeline and the estimate are built.

Denver PWM, LLC held 9,271 HELO shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,271 shares
    Change vs previous 13F -5,770 shares

    0.21% of the 13F portfolio, value $650,377.

    13F-HR 0001420506-26-001849 filed by Denver PWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,041 shares
    Change vs previous 13F -21,732 shares

    0.35% of the 13F portfolio, value $1,017,951.

    13F-HR 0001420506-26-000950 filed by Denver PWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,773 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,301,236.

    13F-HR 0001420506-26-000268 filed by Denver PWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,773 shares
    Change vs previous 13F +135 shares

    0.72% of the 13F portfolio, value $2,301,236.

    13F-HR 0001420506-25-002949 filed by Denver PWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,638 shares
    Change vs previous 13F +2,266 shares

    0.72% of the 13F portfolio, value $2,292,783.

    13F-HR 0001420506-25-001983 filed by Denver PWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,372 shares
    Change vs previous 13F +1,817 shares

    0.74% of the 13F portfolio, value $2,051,341.

    13F-HR 0001420506-25-000901 filed by Denver PWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,555 shares
    Change vs previous 13F +4,149 shares

    0.78% of the 13F portfolio, value $2,019,715.

    13F-HR 0001986152-25-000014 filed by Denver PWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 28,406 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,736,735.

    13F-HR/A 0001986152-24-000060 filed by Denver PWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).