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DENVER WEALTH MANAGEMENT, INC.: SPYM position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 830,210 SPYM 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 830,210 shares
    Change vs previous 13F +57,672 shares

    20.89% of the 13F portfolio, value $72,958,801.

    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 772,538 shares
    Change vs previous 13F +11,023 shares

    20.34% of the 13F portfolio, value $59,130,008.

    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 761,515 shares
    Change vs previous 13F -12,651 shares

    21.65% of the 13F portfolio, value $61,088,662.

    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 774,166 shares
    Change vs previous 13F +3,451 shares

    22.34% of the 13F portfolio, value $60,648,085.

    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 770,715 shares
    Change vs previous 13F +26,502 shares

    23.17% of the 13F portfolio, value $56,023,211.

    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 744,213 shares
    Change vs previous 13F +5,556 shares

    22.32% of the 13F portfolio, value $48,939,375.

    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 738,657 shares
    Change vs previous 13F -4,428 shares

    22.93% of the 13F portfolio, value $50,922,896.

    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 743,085 shares
    Change vs previous 13F not available

    23.22% of the 13F portfolio, value $50,165,597.

    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).