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Disclosery

Transform Wealth, LLC: CGW position timeline

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

Transform Wealth, LLC held 4,013 CGW 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 4,013 shares
    Change vs previous 13F -2,590 shares

    0.01% of the 13F portfolio, value $223,486.

    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 6,603 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $357,861.

    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 6,556 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $401,223.

    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 6,556 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $362,478.

    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 6,556 shares
    Change vs previous 13F -1,156 shares

    0.03% of the 13F portfolio, value $364,051.

    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 7,712 shares
    Change vs previous 13F +288 shares

    0.04% of the 13F portfolio, value $408,792.

    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 7,424 shares
    Change vs previous 13F -7,424 shares

    0.04% of the 13F portfolio, value $345,374.

    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 14,848 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $763,356.

    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).