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Disclosery

Transform Wealth, LLC: AGG position timeline

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

Transform Wealth, LLC held 318,010 AGG 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 318,010 shares
    Change vs previous 13F +41,223 shares

    1.91% of the 13F portfolio, value $31,457,557.

    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 276,787 shares
    Change vs previous 13F +24,052 shares

    1.49% of the 13F portfolio, value $26,820,685.

    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 252,735 shares
    Change vs previous 13F +7,801 shares

    1.7% of the 13F portfolio, value $25,594,440.

    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 244,934 shares
    Change vs previous 13F +8,572 shares

    1.78% of the 13F portfolio, value $23,775,764.

    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 236,362 shares
    Change vs previous 13F +15,959 shares

    2.2% of the 13F portfolio, value $23,149,300.

    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 220,403 shares
    Change vs previous 13F +7,312 shares

    2.13% of the 13F portfolio, value $21,874,983.

    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 213,091 shares
    Change vs previous 13F +9,793 shares

    2.11% of the 13F portfolio, value $20,039,063.

    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 203,298 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $19,913,064.

    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).