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DENVER WEALTH MANAGEMENT, INC. Historic Quarter Change: USA Preferred Shares, Reduced

DENVER WEALTH MANAGEMENT, INC. historic quarter change: USA Preferred Shares, Reduced

In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, DENVER WEALTH MANAGEMENT, INC. opened 1 positions, added to 1, reduced 1 and sold out of 1.

  • Q1 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 6,980.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1909800), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025PFF
ISHARES TR
PFD AND INCM SEC6,9806,821-159$219,463$209,605-$9,8582025-04-22

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