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Disclosery

Transform Wealth, LLC: ACN position timeline

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

Transform Wealth, LLC held 51,367 ACN 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 51,367 shares
    Change vs previous 13F -42 shares

    0.97% of the 13F portfolio, value $16,028,714.

    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 51,409 shares
    Change vs previous 13F +2,819 shares

    1% of the 13F portfolio, value $18,085,053.

    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 48,590 shares
    Change vs previous 13F +12,605 shares

    1.14% of the 13F portfolio, value $17,175,549.

    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 35,985 shares
    Change vs previous 13F +596 shares

    0.82% of the 13F portfolio, value $10,918,087.

    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 35,389 shares
    Change vs previous 13F +12,231 shares

    1.16% of the 13F portfolio, value $12,266,236.

    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 23,158 shares
    Change vs previous 13F -163 shares

    0.79% of the 13F portfolio, value $8,126,369.

    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 23,321 shares
    Change vs previous 13F +243 shares

    0.76% of the 13F portfolio, value $7,162,112.

    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 23,078 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $7,121,378.

    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).