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DENVER WEALTH MANAGEMENT, INC.: JAAA position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 43,718 JAAA 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 43,718 shares
    Change vs previous 13F -782 shares

    0.63% of the 13F portfolio, value $2,207,291.

    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 44,500 shares
    Change vs previous 13F -194,040 shares

    0.77% of the 13F portfolio, value $2,241,486.

    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 238,540 shares
    Change vs previous 13F +29,320 shares

    4.28% of the 13F portfolio, value $12,065,370.

    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 209,220 shares
    Change vs previous 13F +5,820 shares

    3.91% of the 13F portfolio, value $10,624,176.

    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 203,400 shares
    Change vs previous 13F -26,294 shares

    4.27% of the 13F portfolio, value $10,322,604.

    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 229,694 shares
    Change vs previous 13F +68,831 shares

    5.31% of the 13F portfolio, value $11,647,771.

    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 160,863 shares
    Change vs previous 13F +115,953 shares

    3.67% of the 13F portfolio, value $8,157,339.

    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 44,910 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,285,040.

    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).