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Disclosery

Transform Wealth, LLC: DE position timeline

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

Transform Wealth, LLC held 941 DE 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 941 shares
    Change vs previous 13F -251 shares

    0.03% of the 13F portfolio, value $442,984.

    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 1,192 shares
    Change vs previous 13F -352 shares

    0.03% of the 13F portfolio, value $506,845.

    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 1,544 shares
    Change vs previous 13F -6,975 shares

    0.04% of the 13F portfolio, value $646,514.

    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 8,519 shares
    Change vs previous 13F -573 shares

    0.24% of the 13F portfolio, value $3,195,480.

    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 9,092 shares
    Change vs previous 13F -13,860 shares

    0.36% of the 13F portfolio, value $3,747,927.

    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 22,952 shares
    Change vs previous 13F -28 shares

    0.9% of the 13F portfolio, value $9,211,660.

    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 22,980 shares
    Change vs previous 13F +726 shares

    0.92% of the 13F portfolio, value $8,703,156.

    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 22,254 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $9,044,980.

    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).