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Disclosery

Transform Wealth, LLC: CMI position timeline

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

Transform Wealth, LLC held 42,084 CMI 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 42,084 shares
    Change vs previous 13F +3,800 shares

    0.8% of the 13F portfolio, value $13,190,873.

    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 38,284 shares
    Change vs previous 13F +2,289 shares

    0.74% of the 13F portfolio, value $13,345,783.

    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 35,995 shares
    Change vs previous 13F +730 shares

    0.77% of the 13F portfolio, value $11,654,696.

    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 35,265 shares
    Change vs previous 13F +972 shares

    0.73% of the 13F portfolio, value $9,765,878.

    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 34,293 shares
    Change vs previous 13F +513 shares

    0.96% of the 13F portfolio, value $10,104,389.

    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 33,780 shares
    Change vs previous 13F -115 shares

    0.79% of the 13F portfolio, value $8,092,755.

    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 33,895 shares
    Change vs previous 13F +460 shares

    0.82% of the 13F portfolio, value $7,743,547.

    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 33,435 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $8,197,007.

    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).