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DENVER WEALTH MANAGEMENT, INC.: BSMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DENVER WEALTH MANAGEMENT, INC. on BSMR, newest first. How the timeline and the estimate are built.

DENVER WEALTH MANAGEMENT, INC. held 0 BSMR shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -10,465 shares

    13F-HR 0001951757-25-001385 filed by DENVER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 10,465 shares
    Change vs previous 13F -654 shares

    0.1% of the 13F portfolio, value $245,617.

    13F-HR 0001951757-25-001073 filed by DENVER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,119 shares
    Change vs previous 13F -107 shares

    0.12% of the 13F portfolio, value $261,848.

    13F-HR 0001951757-25-000390 filed by DENVER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 11,226 shares
    Change vs previous 13F -93 shares

    0.12% of the 13F portfolio, value $264,924.

    13F-HR 0001951757-25-000098 filed by DENVER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 11,319 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $268,271.

    13F-HR 0001951757-24-001085 filed by DENVER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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