Notify me when Denver PWM, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 76 | $297,799,265 | $0 | -$21,320,206 | -$21,320,206 | SCHG, SCHV, SCHM, SCHF, IBTG | 13F-HR | 10 Feb 2026, 18:48 |
| Q3 2025 | 78 | $320,749,593 | +$81,581 | $0 | +$81,581 | SCHG, IBTF, SCHV, SCHM, SCHF | 13F-HR | 30 Oct 2025, 19:14 |
| Q2 2025 | 78 | $320,667,971 | +$27,464,323 | -$1,363,068 | +$26,101,255 | SCHG, IBTF, SCHV, SCHM, SCHF | 13F-HR | 13 Aug 2025, 18:40 |
| Q1 2025 | 70 | $277,863,103 | +$33,263,575 | -$9,905,964 | +$23,357,611 | SCHG, SCHV, IBTF, SCHM, SCHF | 13F-HR | 06 May 2025, 17:48 |
| Q4 2024 | 231 | $258,380,031 | +$98,324,070 | -$43,281,729 | +$55,042,341 | SCHG, SCHM, SCHV, IBTF, SCHF | 13F-HR | 03 Feb 2025, 18:29 |
| Q3 2024 | 159 | $263,304,499 | +$14,992,585 | -$13,919,453 | +$1,073,132 | SCHG, SCHF, SCHV, SCHM, TOTL | Restatement | 03 Dec 2024, 11:16 |
| Q2 2024 | 234 | $250,663,883 | +$127,868,669 | -$118,784,826 | +$9,083,843 | SCHG, SCHF, SCHV, SCHM, IBTE | 13F-HR | 05 Aug 2024, 12:05 |
| Q1 2024 | 97 | $240,645,890 | +$47,693,310 | -$23,751,884 | +$23,941,426 | SCHG, SCHWAB INTERNATIONAL EQUITY ETF, SCHM, SCHV, TOTL | 13F-HR | 13 May 2024, 21:49 |
| Q4 2023 | 87 | $176,663,141 | +$41,143,220 | -$89,250,181 | -$48,106,961 | SCHWAB INTERNATIONAL EQUITY ETF, SCHM, SCHD, TOTL, SCHX | 13F-HR | 13 Feb 2024, 14:26 |
| Q3 2023 | 96 | $238,966,902 | +$26,195,850 | -$20,002,732 | +$6,193,118 | SCHG, SCHV, SCHF, SCHM, SCHD | 13F-HR | 10 Oct 2023, 20:59 |
| Q2 2023 | 97 | $241,627,805 | +$8,396,765 | -$1,605,660 | +$6,791,105 | SCHG, SCHM, SCHV, SCHF, SCHD | 13F-HR | 17 Jul 2023, 21:50 |
| Q1 2023 | 95 | $226,887,376 | +$24,695,847 | -$18,252,050 | +$6,443,797 | SCHG, SCHM, SCHV, SCHF, SCHD | 13F-HR | 09 May 2023, 17:06 |
| Q4 2022 | 101 | $210,851,576 | +$40,874,244 | -$18,191,765 | +$22,682,479 | SCHG, SCHM, SCHV, SCHD, SCHF | 13F-HR | 12 Jan 2023, 21:18 |
| Q3 2022 | 90 | $179,352,000 | +$12,157,715 | -$38,177,412 | -$26,019,697 | SCHG, SCHM, SCHV, SCHF, SCHD | 13F-HR | 13 Oct 2022, 07:02 |
| Q2 2022 | 92 | $212,385,000 | +$6,638,850 | -$14,562,079 | -$7,923,229 | SCHG, SCHM, SCHV, SCHF, SCHD | 13F-HR | 13 Jul 2022, 13:24 |
| Q1 2022 | 94 | $251,526,000 | +$34,035,249 | -$15,065,354 | +$18,969,895 | SCHG, SCHM, SCHF, SCHV, SCHD | 13F-HR | 12 Apr 2022, 19:54 |
| Q4 2021 | 97 | $261,781,000 | +$17,943,053 | -$8,000,361 | +$9,942,692 | SCHG, SCHM, SCHF, SCHV, SCHD | 13F-HR | 18 Jan 2022, 18:40 |
| Q3 2021 | 95 | $242,013,000 | +$12,459,950 | -$5,977,367 | +$6,482,583 | SCHG, SCHM, SCHF, SCHV, SCHD | 13F-HR | 12 Oct 2021, 21:41 |
| Q2 2021 | 94 | $238,819,000 | +$57,132,625 | -$26,935,858 | +$30,196,767 | SCHG, SCHM, SCHF, SCHD, SCHV | 13F-HR | 13 Jul 2021, 20:46 |
| Q1 2021 | 74 | $122,310,000 | +$15,916,806 | -$28,003,972 | -$12,087,166 | SCHG, SCHF, SCHX, BSCO, NEAR | 13F-HR | 14 Apr 2021, 13:02 |
| Q4 2020 | 85 | $200,929,000 | +$31,523,098 | -$18,865,815 | +$12,657,283 | SCHG, SCHM, SCHF, BSCO, SCHX | 13F-HR | 19 Jan 2021, 21:17 |
| Q3 2020 | 75 | $171,592,000 | +$15,465,921 | -$15,718,400 | -$252,479 | SCHG, SCHM, SCHF, SCHX, BSCO | 13F-HR | 22 Dec 2020, 08:54 |
| Q2 2020 | 77 | $163,770,000 | +$17,459,125 | -$14,210,566 | +$3,248,559 | SCHG, SCHM, SCHF, SCHX, BSCO | 13F-HR | 15 Jul 2020, 09:53 |
| Q1 2020 | 68 | $136,210,000 | +$31,833,715 | -$34,406,642 | -$2,572,927 | SCHG, SCHM, SCHF, SCHX, NEAR | 13F-HR | 16 Apr 2020, 16:40 |
| Q4 2019 | 73 | $173,012,000 | +$9,066,357 | -$11,671,220 | -$2,604,863 | SCHG, SCHM, SCHX, SCHV, SCHF | 13F-HR | 08 Jan 2020, 17:01 |
| Q3 2019 | 223 | $166,043,076 | +$9,494,714 | -$2,718,990 | +$6,775,724 | SCHG, SCHM, SCHV, SCHX, SCHF | 13F-HR | 16 Oct 2019, 14:38 |
| Q2 2019 | 69 | $156,371,000 | +$15,824,354 | -$10,795,220 | +$5,029,134 | SCHG, SCHM, SCHX, SCHF, SCHV | 13F-HR | 27 Aug 2019, 10:36 |
| Q1 2019 | 70 | $153,090,000 | +$25,477,698 | -$14,831,691 | +$10,646,007 | SCHG, SCHM, SCHF, SCHV, SCHX | 13F-HR | 18 Apr 2019, 12:01 |
| Q4 2018 | 66 | $136,304,000 | +$19,693,180 | -$15,604,498 | +$4,088,682 | SCHG, SCHM, SCHX, SCHF, SCHV | 13F-HR | 14 Feb 2019, 10:36 |
| Q3 2018 | 68 | $132,611,000 | +$39,280,541 | -$15,017,922 | +$24,262,619 | SCHG, SCHM, SCHF, SCHX, SCHV | 13F-HR | 15 Nov 2018, 12:48 |
| Q1 2018 | 53 | $111,985,000 | +$3,524,117 | -$24,996,186 | -$21,472,069 | SCHG, SCHM, SCHF, SCHX, SCHV | 13F-HR | 15 May 2018, 12:00 |
| Q4 2017 | 65 | $132,398,000 | +$5,706,344 | -$3,860,464 | +$1,845,880 | SCHG, SCHM, SCHF, SCHX, SCHV | 13F-HR | 26 Feb 2018, 11:41 |
| Q3 2017 | 60 | $127,932,000 | $0 | $0 | $0 | SCHG, SCHF, SCHM, SCHX, SCHV | 13F-HR | 05 Dec 2017, 13:59 |