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Disclosery

Denver PWM, LLC: SCHX position timeline

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

Denver PWM, LLC held 168,888 SCHX 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 168,888 shares
    Change vs previous 13F -16,057 shares

    1.69% of the 13F portfolio, value $5,174,722.

    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 184,945 shares
    Change vs previous 13F -9,782 shares

    1.84% of the 13F portfolio, value $5,363,419.

    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 194,727 shares
    Change vs previous 13F 0 shares

    1.59% of the 13F portfolio, value $4,759,119.

    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 194,727 shares
    Change vs previous 13F +316 shares

    1.48% of the 13F portfolio, value $4,759,119.

    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 194,411 shares
    Change vs previous 13F -81 shares

    1.48% of the 13F portfolio, value $4,751,411.

    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 194,492 shares
    Change vs previous 13F -2,053 shares

    1.55% of the 13F portfolio, value $4,294,386.

    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 196,545 shares
    Change vs previous 13F +129,003 shares

    1.76% of the 13F portfolio, value $4,555,924.

    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 67,542 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $4,582,758.

    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).