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Disclosery

Denver PWM, LLC: SCHW position timeline

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

Denver PWM, LLC held 3,289 SCHW 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 3,289 shares
    Change vs previous 13F -79 shares

    0.12% of the 13F portfolio, value $365,356.

    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 3,368 shares
    Change vs previous 13F -547 shares

    0.1% of the 13F portfolio, value $298,429.

    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 3,915 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $357,242.

    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 3,915 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $357,242.

    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 3,915 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $357,242.

    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 3,913 shares
    Change vs previous 13F -232 shares

    0.11% of the 13F portfolio, value $306,305.

    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 4,145 shares
    Change vs previous 13F -221 shares

    0.12% of the 13F portfolio, value $306,787.

    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 4,366 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $282,971.

    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).