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Disclosery

Transform Wealth, LLC: CB position timeline

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

Transform Wealth, LLC held 40,844 CB 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 40,844 shares
    Change vs previous 13F +295 shares

    0.75% of the 13F portfolio, value $12,371,060.

    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 40,549 shares
    Change vs previous 13F +4,513 shares

    0.62% of the 13F portfolio, value $11,240,039.

    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 36,036 shares
    Change vs previous 13F +594 shares

    0.69% of the 13F portfolio, value $10,424,158.

    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 35,442 shares
    Change vs previous 13F +637 shares

    0.68% of the 13F portfolio, value $9,071,489.

    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 34,805 shares
    Change vs previous 13F +1,427 shares

    0.86% of the 13F portfolio, value $9,048,207.

    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 33,378 shares
    Change vs previous 13F +7,835 shares

    0.74% of the 13F portfolio, value $7,570,950.

    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 25,543 shares
    Change vs previous 13F -10,108 shares

    0.56% of the 13F portfolio, value $5,339,624.

    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 35,651 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,895,337.

    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).