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DENVER WEALTH MANAGEMENT, INC.: CLIP position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 73,573 CLIP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,573 shares
    Change vs previous 13F +23,482 shares

    2.11% of the 13F portfolio, value $7,382,311.

    13F-HR 0001951757-26-001146 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).

  2. period ended2026-03-31
    13F 50,091 shares
    Change vs previous 13F +9,353 shares

    1.73% of the 13F portfolio, value $5,027,090.

    13F-HR 0001951757-26-000741 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 ended2025-12-31
    13F 40,738 shares
    Change vs previous 13F +4,770 shares

    1.45% of the 13F portfolio, value $4,078,261.

    13F-HR 0001951757-26-000431 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 ended2025-09-30
    13F 35,968 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,611,913.

    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).