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Disclosery

Transform Wealth, LLC: BX position timeline

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

Transform Wealth, LLC held 29,741 BX 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 29,741 shares
    Change vs previous 13F -1,786 shares

    0.25% of the 13F portfolio, value $4,157,175.

    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 31,527 shares
    Change vs previous 13F +11,972 shares

    0.3% of the 13F portfolio, value $5,435,855.

    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 19,555 shares
    Change vs previous 13F -691 shares

    0.2% of the 13F portfolio, value $2,994,434.

    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 20,246 shares
    Change vs previous 13F -174 shares

    0.19% of the 13F portfolio, value $2,506,421.

    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 20,420 shares
    Change vs previous 13F -14,148 shares

    0.25% of the 13F portfolio, value $2,682,631.

    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 34,568 shares
    Change vs previous 13F -1,075 shares

    0.44% of the 13F portfolio, value $4,525,641.

    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 35,643 shares
    Change vs previous 13F -35,243 shares

    0.4% of the 13F portfolio, value $3,818,768.

    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 70,886 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,590,298.

    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).