Skip to content
Disclosery

DENVER WEALTH MANAGEMENT, INC.: IWF position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 113,385 IWF 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 113,385 shares
    Change vs previous 13F +77,827 shares

    4.03% of the 13F portfolio, value $14,079,016.

    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 35,558 shares
    Change vs previous 13F +1,206 shares

    5.22% of the 13F portfolio, value $15,162,026.

    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 34,352 shares
    Change vs previous 13F +2,379 shares

    5.76% of the 13F portfolio, value $16,258,832.

    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 31,973 shares
    Change vs previous 13F -1,049 shares

    5.52% of the 13F portfolio, value $14,976,250.

    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 33,022 shares
    Change vs previous 13F +925 shares

    5.8% of the 13F portfolio, value $14,020,535.

    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 32,097 shares
    Change vs previous 13F -305 shares

    5.29% of the 13F portfolio, value $11,589,881.

    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 32,402 shares
    Change vs previous 13F +132 shares

    5.86% of the 13F portfolio, value $13,011,868.

    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 32,270 shares
    Change vs previous 13F not available

    5.61% of the 13F portfolio, value $12,113,286.

    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).