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Disclosery

Transform Wealth, LLC: APH position timeline

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

Transform Wealth, LLC held 7,396 APH 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 7,396 shares
    Change vs previous 13F -434 shares

    0.03% of the 13F portfolio, value $486,410.

    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 7,830 shares
    Change vs previous 13F +345 shares

    0.03% of the 13F portfolio, value $545,020.

    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 7,485 shares
    Change vs previous 13F -375 shares

    0.03% of the 13F portfolio, value $488,958.

    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 7,860 shares
    Change vs previous 13F +3,864 shares

    0.04% of the 13F portfolio, value $530,393.

    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 3,996 shares
    Change vs previous 13F +564 shares

    0.04% of the 13F portfolio, value $461,773.

    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 3,432 shares
    Change vs previous 13F -450 shares

    0.03% of the 13F portfolio, value $341,025.

    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 3,882 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $326,865.

    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 3,932 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $334,850.

    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).