Denver PWM, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1657980 DENVER, CO

Position in WFC

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$321,386

+$11,783 QoQ

Shares Held

3,889

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#2,138

of 2,858 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Denver PWM, LLC holds $1,274,426 across 3 Banks - Diversified names. WFC ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,044	$669,062
2	WFC	Wells Fargo & Company/Mn This page	3,889	$321,386
3	C	Citigroup Inc	2,029	$283,978

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,386	3,889	0.0%	Shares	Sole	2026-08-18
2026-03-31	$309,603	3,889	+11.2%	Shares	Sole	2026-05-13
2025-12-31	$325,827	3,496	0.0%	Shares	Sole	2026-02-11
2025-09-30	$293,034	3,496	0.0%	Shares	Sole	2025-10-31
2025-06-30	$280,099	3,496	-26.1%	Shares	Sole	2025-08-14
2023-06-30	$201,791	4,728	-29.7%	Shares	Sole	2023-07-18
2022-12-31	$277,799	6,728	0.0%	Shares	Sole	2023-01-13
2022-09-30	$270,600	6,728	0.0%	Shares	Sole	2022-10-13
2022-06-30	$263,535	6,728	0.0%	Shares	Sole	2022-07-13
2022-03-31	$326,038	6,728	-48.5%	Shares	Sole	2022-04-13
2021-12-31	$626,426	13,056	0.0%	Shares	Sole	2022-01-19
2021-09-30	$605,928	13,056	0.0%	Shares	Sole	2021-10-13
2021-06-30	$591,306	13,056	-6.9%	Shares	Sole	2021-07-14
2021-03-31	$547,917	14,024	-0.7%	Shares	Sole	2021-04-14
2020-12-31	$426,262	14,124	+0.7%	Shares	Sole	2021-01-20
2020-09-30	$329,704	14,024	0.0%	Shares	Sole	2020-12-22
2020-06-30	$359,014	14,024	+21.3%	Shares	Sole	2020-07-15
2020-03-31	$331,800	11,561	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.