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DENVER WEALTH MANAGEMENT, INC.: XLV position timeline

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

DENVER WEALTH MANAGEMENT, INC. held 2,171 XLV 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 2,171 shares
    Change vs previous 13F -80 shares

    0.1% of the 13F portfolio, value $344,459.

    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 2,251 shares
    Change vs previous 13F -240 shares

    0.11% of the 13F portfolio, value $330,032.

    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 2,491 shares
    Change vs previous 13F -651 shares

    0.14% of the 13F portfolio, value $385,654.

    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 3,142 shares
    Change vs previous 13F -399 shares

    0.16% of the 13F portfolio, value $437,299.

    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 3,541 shares
    Change vs previous 13F -35,345 shares

    0.2% of the 13F portfolio, value $477,353.

    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 38,886 shares
    Change vs previous 13F +3,723 shares

    2.59% of the 13F portfolio, value $5,677,712.

    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 35,163 shares
    Change vs previous 13F +748 shares

    2.18% of the 13F portfolio, value $4,837,338.

    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 34,415 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $5,300,612.

    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).