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Disclosery

Transform Wealth, LLC: COST position timeline

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

Transform Wealth, LLC held 18,859 COST 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 18,859 shares
    Change vs previous 13F -314 shares

    1.08% of the 13F portfolio, value $17,836,143.

    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 19,173 shares
    Change vs previous 13F +2,473 shares

    0.98% of the 13F portfolio, value $17,567,329.

    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 16,700 shares
    Change vs previous 13F +190 shares

    0.98% of the 13F portfolio, value $14,804,603.

    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 16,510 shares
    Change vs previous 13F +158 shares

    1.05% of the 13F portfolio, value $14,032,925.

    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 16,352 shares
    Change vs previous 13F -5,895 shares

    1.14% of the 13F portfolio, value $11,980,021.

    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 22,247 shares
    Change vs previous 13F +377 shares

    1.46% of the 13F portfolio, value $15,014,493.

    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 21,870 shares
    Change vs previous 13F -6,239 shares

    1.3% of the 13F portfolio, value $12,355,696.

    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 28,109 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $15,132,909.

    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).