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Disclosery

Transform Wealth, LLC: CCEP position timeline

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

Transform Wealth, LLC held 146,990 CCEP 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 146,990 shares
    Change vs previous 13F +8,299 shares

    0.77% of the 13F portfolio, value $12,792,519.

    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 138,691 shares
    Change vs previous 13F +9,864 shares

    0.59% of the 13F portfolio, value $10,652,833.

    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 128,827 shares
    Change vs previous 13F +12,143 shares

    0.67% of the 13F portfolio, value $10,145,110.

    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 116,684 shares
    Change vs previous 13F +3,961 shares

    0.64% of the 13F portfolio, value $8,502,776.

    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 112,723 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $7,884,974.

    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).