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DENVER WEALTH MANAGEMENT, INC.: DGRW position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 18,677 DGRW 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 18,677 shares
    Change vs previous 13F -38 shares

    0.51% of the 13F portfolio, value $1,785,883.

    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 18,715 shares
    Change vs previous 13F +3,155 shares

    0.57% of the 13F portfolio, value $1,643,929.

    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 15,560 shares
    Change vs previous 13F -401 shares

    0.49% of the 13F portfolio, value $1,391,508.

    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 15,961 shares
    Change vs previous 13F -944 shares

    0.52% of the 13F portfolio, value $1,419,874.

    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).

  5. period ended2025-06-30
    13F 16,905 shares
    Change vs previous 13F +57 shares

    0.59% of the 13F portfolio, value $1,415,660.

    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).

  6. period ended2025-03-31
    13F 16,848 shares
    Change vs previous 13F -273 shares

    0.61% of the 13F portfolio, value $1,345,503.

    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).

  7. period ended2024-12-31
    13F 17,121 shares
    Change vs previous 13F +2,320 shares

    0.62% of the 13F portfolio, value $1,385,620.

    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).

  8. period ended2024-09-30
    13F 14,801 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,231,611.

    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).