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Disclosery

Transform Wealth, LLC: CEG position timeline

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

Transform Wealth, LLC held 74,016 CEG 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 74,016 shares
    Change vs previous 13F +1,192 shares

    0.9% of the 13F portfolio, value $14,923,769.

    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 72,824 shares
    Change vs previous 13F +5,127 shares

    0.9% of the 13F portfolio, value $16,291,397.

    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 67,697 shares
    Change vs previous 13F +5,623 shares

    1.17% of the 13F portfolio, value $17,602,469.

    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 62,074 shares
    Change vs previous 13F +5,974 shares

    0.93% of the 13F portfolio, value $12,431,511.

    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 56,100 shares
    Change vs previous 13F +37,674 shares

    0.98% of the 13F portfolio, value $10,370,020.

    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 18,426 shares
    Change vs previous 13F +123 shares

    0.21% of the 13F portfolio, value $2,153,863.

    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 18,303 shares
    Change vs previous 13F -1,240 shares

    0.21% of the 13F portfolio, value $1,996,464.

    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 19,543 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,789,208.

    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).