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Disclosery

Transform Wealth, LLC: CNI position timeline

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

Transform Wealth, LLC held 0 CNI shares at 2024-06-30 per its 13F-HR filed 2024-07-15.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -9,707 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 9,707 shares
    Change vs previous 13F -10,670 shares

    0.12% of the 13F portfolio, value $1,278,471.

    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).

  3. period ended2023-12-31
    13F/A 20,377 shares
    Change vs previous 13F +101 shares

    0.25% of the 13F portfolio, value $2,559,926.

    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).

  4. period ended2023-09-30
    13F 20,276 shares
    Change vs previous 13F -20,291 shares

    0.23% of the 13F portfolio, value $2,196,500.

    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).

  5. period ended2023-06-30
    13F 40,567 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,911,448.

    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).