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Disclosery

Transform Wealth, LLC: ASML position timeline

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

Transform Wealth, LLC held 2,400 ASML 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 2,400 shares
    Change vs previous 13F -5 shares

    0.1% of the 13F portfolio, value $1,590,312.

    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 2,405 shares
    Change vs previous 13F +1,867 shares

    0.09% of the 13F portfolio, value $1,666,858.

    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 538 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $448,289.

    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 548 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $560,457.

    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 505 shares
    Change vs previous 13F -1,924 shares

    0.05% of the 13F portfolio, value $490,288.

    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 2,429 shares
    Change vs previous 13F -1,053 shares

    0.18% of the 13F portfolio, value $1,838,711.

    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 3,482 shares
    Change vs previous 13F -3,385 shares

    0.22% of the 13F portfolio, value $2,049,832.

    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 6,867 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,977,004.

    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).