Skip to content
Disclosery

DENVER WEALTH MANAGEMENT, INC.: SPY position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 5,477 SPY 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 5,477 shares
    Change vs previous 13F -131 shares

    1.17% of the 13F portfolio, value $4,090,002.

    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 5,608 shares
    Change vs previous 13F -11 shares

    1.25% of the 13F portfolio, value $3,647,010.

    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 5,619 shares
    Change vs previous 13F +269 shares

    1.36% of the 13F portfolio, value $3,831,984.

    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 5,350 shares
    Change vs previous 13F -113 shares

    1.31% of the 13F portfolio, value $3,564,362.

    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 5,463 shares
    Change vs previous 13F +619 shares

    1.4% of the 13F portfolio, value $3,375,546.

    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 4,844 shares
    Change vs previous 13F +743 shares

    1.24% of the 13F portfolio, value $2,709,408.

    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 4,101 shares
    Change vs previous 13F +214 shares

    1.08% of the 13F portfolio, value $2,403,426.

    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 3,887 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,230,141.

    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).