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DENVER WEALTH MANAGEMENT, INC.: SMH position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 3,871 SMH 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 3,871 shares
    Change vs previous 13F +229 shares

    0.73% of the 13F portfolio, value $2,539,174.

    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 3,642 shares
    Change vs previous 13F +385 shares

    0.48% of the 13F portfolio, value $1,396,404.

    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 3,257 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,173,018.

    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).