Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 12.1% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 10.8% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 10.3% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 8.1% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 9.4% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 6.0% |
VANECK VECTORS ETF TRUST | 24 | Q3 2023 | 4.3% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 3.4% |
SCHWAB STRATEGIC TR | 24 | Q3 2023 | 2.6% |
ISHARES TR | 24 | Q3 2023 | 2.6% |
View Denver PWM, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-13 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-18 |
13F-HR | 2023-05-09 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-19 |
View Denver PWM, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.