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DENVER WEALTH MANAGEMENT, INC.: XBIL position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 10,259 XBIL 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 10,259 shares
    Change vs previous 13F -7,718 shares

    0.15% of the 13F portfolio, value $512,954.

    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 17,977 shares
    Change vs previous 13F -6,204 shares

    0.31% of the 13F portfolio, value $899,409.

    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 24,181 shares
    Change vs previous 13F -41,732 shares

    0.43% of the 13F portfolio, value $1,210,743.

    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 65,913 shares
    Change vs previous 13F -4,914 shares

    1.22% of the 13F portfolio, value $3,308,508.

    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 70,827 shares
    Change vs previous 13F -10,768 shares

    1.47% of the 13F portfolio, value $3,551,959.

    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 81,595 shares
    Change vs previous 13F -24,633 shares

    1.87% of the 13F portfolio, value $4,093,629.

    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 106,228 shares
    Change vs previous 13F -11,921 shares

    2.39% of the 13F portfolio, value $5,315,103.

    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 118,149 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $5,931,067.

    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).