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Disclosery

Transform Wealth, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transform Wealth, LLC on AAPL, newest first. How the timeline and the estimate are built.

Transform Wealth, LLC held 291,582 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 291,582 shares
    Change vs previous 13F -1,767 shares

    3.92% of the 13F portfolio, value $64,769,047.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 293,349 shares
    Change vs previous 13F +24,316 shares

    4.08% of the 13F portfolio, value $73,460,365.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 269,033 shares
    Change vs previous 13F +20,897 shares

    4.15% of the 13F portfolio, value $62,684,656.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 248,136 shares
    Change vs previous 13F +1,441 shares

    3.92% of the 13F portfolio, value $52,262,429.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 246,695 shares
    Change vs previous 13F -21,463 shares

    4.02% of the 13F portfolio, value $42,303,243.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F/A 268,158 shares
    Change vs previous 13F -676 shares

    5.03% of the 13F portfolio, value $51,628,461.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 268,834 shares
    Change vs previous 13F -19,131 shares

    4.85% of the 13F portfolio, value $46,027,013.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 287,965 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $55,856,612.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).