Notify me when Denver PWM, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 78 | $321M | +$81.6K | $0 | +$81.6K | SCHG, IBTF, SCHV, SCHM, SCHF | 13F-HR | 10/30/2025, 07:14 PM |
| Q2 2025 | 78 | $321M | +$27.5M | -$1.36M | +$26.1M | SCHG, IBTF, SCHV, SCHM, SCHF | 13F-HR | 8/13/2025, 06:40 PM |
| Q1 2025 | 70 | $278M | +$33.3M | -$9.91M | +$23.4M | SCHG, SCHV, IBTF, SCHM, SCHF | 13F-HR | 5/6/2025, 05:48 PM |
| Q4 2024 | 231 | $258M | +$98.3M | -$43.3M | +$55M | SCHG, SCHM, SCHV, IBTF, SCHF | 13F-HR | 2/3/2025, 06:29 PM |
| Q3 2024 | 159 | $263M | +$15M | -$13.9M | +$1.07M | SCHG, SCHF, SCHV, SCHM, TOTL | Restatement | 12/3/2024, 11:16 AM |
| Q2 2024 | 234 | $251M | +$128M | -$119M | +$9.08M | SCHG, SCHF, SCHV, SCHM, IBTE | 13F-HR | 8/5/2024, 12:05 PM |
| Q1 2024 | 97 | $241M | +$47.7M | -$23.8M | +$23.9M | SCHG, SCHM, SCHV, TOTL, SCHD | 13F-HR | 5/13/2024, 09:49 PM |
| Q4 2023 | 87 | $177M | +$41.1M | -$89.3M | -$48.1M | SCHM, SCHD, TOTL, SCHX, AGG | 13F-HR | 2/13/2024, 02:26 PM |
| Q3 2023 | 96 | $239M | +$26.2M | -$20M | +$6.19M | SCHG, SCHV, SCHF, SCHM, SCHD | 13F-HR | 10/10/2023, 08:59 PM |
| Q2 2023 | 97 | $242M | +$8.4M | -$1.61M | +$6.79M | SCHG, SCHM, SCHV, SCHF, SCHD | 13F-HR | 7/17/2023, 09:50 PM |
| Q1 2023 | 95 | $227M | +$24.7M | -$18.3M | +$6.44M | SCHG, SCHM, SCHV, SCHF, SCHD | 13F-HR | 5/9/2023, 05:06 PM |
| Q4 2022 | 101 | $211M | +$40.9M | -$18.2M | +$22.7M | SCHG, SCHM, SCHV, SCHD, SCHF | 13F-HR | 1/12/2023, 09:18 PM |
| Q3 2022 | 90 | $179M | +$12.2M | -$38.2M | -$26M | SCHG, SCHM, SCHV, SCHF, SCHD | 13F-HR | 10/13/2022, 07:02 AM |
| Q2 2022 | 92 | $212M | +$6.64M | -$14.6M | -$7.92M | SCHG, SCHM, SCHV, SCHF, SCHD | 13F-HR | 7/13/2022, 01:24 PM |
| Q1 2022 | 94 | $252M | +$34M | -$15.1M | +$19M | SCHG, SCHM, SCHF, SCHV, SCHD | 13F-HR | 4/12/2022, 07:54 PM |
| Q4 2021 | 97 | $262M | +$17.9M | -$8M | +$9.94M | SCHG, SCHM, SCHF, SCHV, SCHD | 13F-HR | 1/18/2022, 06:40 PM |
| Q3 2021 | 95 | $242M | +$12.5M | -$5.98M | +$6.48M | SCHG, SCHM, SCHF, SCHV, SCHD | 13F-HR | 10/12/2021, 09:41 PM |
| Q2 2021 | 94 | $239M | +$57.1M | -$26.9M | +$30.2M | SCHG, SCHM, SCHF, SCHD, SCHV | 13F-HR | 7/13/2021, 08:46 PM |
| Q1 2021 | 74 | $122M | +$15.9M | -$28M | -$12.1M | SCHG, SCHF, SCHX, BSCO, NEAR | 13F-HR | 4/14/2021, 01:02 PM |
| Q4 2020 | 85 | $201M | +$31.5M | -$18.9M | +$12.7M | SCHG, SCHM, SCHF, BSCO, SCHX | 13F-HR | 1/19/2021, 09:17 PM |
| Q3 2020 | 75 | $172M | +$15.5M | -$15.7M | -$252K | SCHG, SCHM, SCHF, SCHX, BSCO | 13F-HR | 12/22/2020, 08:54 AM |
| Q2 2020 | 77 | $164M | +$17.5M | -$14.2M | +$3.25M | SCHG, SCHM, SCHF, SCHX, BSCO | 13F-HR | 7/15/2020, 09:53 AM |
| Q1 2020 | 68 | $136M | +$31.8M | -$34.4M | -$2.57M | SCHG, SCHM, SCHF, SCHX, NEAR | 13F-HR | 4/16/2020, 04:40 PM |
| Q4 2019 | 73 | $173M | +$9.07M | -$11.7M | -$2.6M | SCHG, SCHM, SCHX, SCHV, SCHF | 13F-HR | 1/8/2020, 05:01 PM |
| Q3 2019 | 223 | $166M | +$9.49M | -$2.72M | +$6.78M | SCHG, SCHM, SCHV, SCHX, SCHF | 13F-HR | 10/16/2019, 02:38 PM |
| Q2 2019 | 69 | $156M | +$15.8M | -$10.8M | +$5.03M | SCHG, SCHM, SCHX, SCHF, SCHV | 13F-HR | 8/27/2019, 10:36 AM |
| Q1 2019 | 70 | $153M | +$25.5M | -$14.8M | +$10.6M | SCHG, SCHM, SCHF, SCHV, SCHX | 13F-HR | 4/18/2019, 12:01 PM |
| Q4 2018 | 66 | $136M | +$19.7M | -$15.6M | +$4.09M | SCHG, SCHM, SCHX, SCHF, SCHV | 13F-HR | 2/14/2019, 10:36 AM |
| Q3 2018 | 68 | $133M | +$39.3M | -$15M | +$24.3M | SCHG, SCHM, SCHF, SCHX, SCHV | 13F-HR | 11/15/2018, 12:48 PM |
| Q1 2018 | 53 | $112M | +$3.52M | -$25M | -$21.5M | SCHG, SCHM, SCHF, SCHX, SCHV | 13F-HR | 5/15/2018, 12:00 PM |
| Q4 2017 | 65 | $132M | +$5.71M | -$3.86M | +$1.85M | SCHG, SCHM, SCHF, SCHX, SCHV | 13F-HR | 2/26/2018, 11:41 AM |
| Q3 2017 | 60 | $128M | $0 | $0 | SCHG, SCHF, SCHM, SCHX, SCHV | 13F-HR | 12/5/2017, 01:59 PM |