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Denver PWM, LLC: SCHG position timeline

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

Denver PWM, LLC held 736,549 SCHG 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 736,549 shares
    Change vs previous 13F -4,827 shares

    8.62% of the 13F portfolio, value $26,361,072.

    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 741,376 shares
    Change vs previous 13F -338,249 shares

    8.7% of the 13F portfolio, value $25,295,746.

    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 1,079,625 shares
    Change vs previous 13F 0 shares

    10.53% of the 13F portfolio, value $31,535,853.

    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 1,079,625 shares
    Change vs previous 13F +118 shares

    9.83% of the 13F portfolio, value $31,535,853.

    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 1,079,507 shares
    Change vs previous 13F +34,051 shares

    9.83% of the 13F portfolio, value $31,532,413.

    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 1,045,456 shares
    Change vs previous 13F +104,480 shares

    9.42% of the 13F portfolio, value $26,178,223.

    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 940,976 shares
    Change vs previous 13F +712,026 shares

    10.15% of the 13F portfolio, value $26,224,982.

    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 228,950 shares
    Change vs previous 13F not available

    9.06% of the 13F portfolio, value $23,852,039.

    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).