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Disclosery

Transform Wealth, LLC: CRH position timeline

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

Transform Wealth, LLC held 130,233 CRH 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 130,233 shares
    Change vs previous 13F +4,497 shares

    0.7% of the 13F portfolio, value $11,504,784.

    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 125,736 shares
    Change vs previous 13F +12,363 shares

    0.65% of the 13F portfolio, value $11,633,121.

    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 113,373 shares
    Change vs previous 13F +1,605 shares

    0.7% of the 13F portfolio, value $10,514,210.

    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 111,768 shares
    Change vs previous 13F +2,962 shares

    0.63% of the 13F portfolio, value $8,380,394.

    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 108,806 shares
    Change vs previous 13F +1,773 shares

    0.89% of the 13F portfolio, value $9,423,022.

    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 107,033 shares
    Change vs previous 13F +1,344 shares

    0.73% of the 13F portfolio, value $7,517,659.

    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 105,689 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,784,362.

    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).