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Disclosery

Transform Wealth, LLC: BR position timeline

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

Transform Wealth, LLC held 42,086 BR 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 42,086 shares
    Change vs previous 13F +636 shares

    0.62% of the 13F portfolio, value $10,240,910.

    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 41,450 shares
    Change vs previous 13F +1,098 shares

    0.52% of the 13F portfolio, value $9,407,611.

    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 40,352 shares
    Change vs previous 13F +618 shares

    0.58% of the 13F portfolio, value $8,711,154.

    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 39,734 shares
    Change vs previous 13F +636 shares

    0.59% of the 13F portfolio, value $7,858,290.

    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 39,098 shares
    Change vs previous 13F +2,290 shares

    0.76% of the 13F portfolio, value $8,039,625.

    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 36,808 shares
    Change vs previous 13F +1,117 shares

    0.74% of the 13F portfolio, value $7,602,035.

    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 35,691 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,418,717.

    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).