Skip to content
Disclosery

Transform Wealth, LLC: CARR position timeline

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

Transform Wealth, LLC held 4,002 CARR 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 4,002 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $253,727.

    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 4,002 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $274,077.

    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 4,002 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $322,121.

    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 4,002 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $253,207.

    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 4,016 shares
    Change vs previous 13F -117 shares

    0.02% of the 13F portfolio, value $233,471.

    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 4,133 shares
    Change vs previous 13F -6,139 shares

    0.02% of the 13F portfolio, value $239,532.

    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 10,272 shares
    Change vs previous 13F -2,892 shares

    0.06% of the 13F portfolio, value $567,011.

    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 13,164 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $656,819.

    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).