Denver PWM, LLC

All 13F Filings

Location
Denver, CO
Most recent 13F
Q2 2026
Holdings value ($000)
305,746
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/17/2026 89 305,746 13F-HR Denver PWM, LLC
Q1 2026 5/12/2026 87 290,922 13F-HR Denver PWM, LLC
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 45.4 K 14.8% 14 0 14
ETFs 181.8 K 59.5% 11.91 K 0 11.91 K
Debt 78.51 K 25.7% 2.898 K 0 2.898 K
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Fund Snapshot

Q2 2026
Latest filed
8/17/2026
Total value ($000)
305,746
Holdings
89
QoQ value change ($000)
14,824 (5.1%)
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.