Skip to content
Disclosery

Transform Wealth, LLC: CRM position timeline

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

Transform Wealth, LLC held 55,565 CRM 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 55,565 shares
    Change vs previous 13F +1,617 shares

    0.9% of the 13F portfolio, value $14,911,428.

    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 53,948 shares
    Change vs previous 13F +3,783 shares

    1% of the 13F portfolio, value $18,057,935.

    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 50,165 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $13,750,641.

    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).