Denver PWM, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 299,429
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 76 | 299,429 | 13F-HR | Denver PWM, LLC |
| Q3 2025 | 10/31/2025 | 78 | 320,750 | 13F-HR | Denver PWM, LLC |
| Q2 2025 | 8/14/2025 | 78 | 320,668 | 13F-HR | Denver PWM, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.8 K | 33.7% | 15.96 K | 0 | 15.96 K |
| ETFs | 132.1 K | 44.1% | 0 | 15.96 K | -15.96 K |
| Debt | 66.53 K | 22.2% | 0 | 21.32 K | -21.32 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
299,429
Holdings
76
QoQ value change ($000)
-21,321
(-6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.