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Disclosery

Transform Wealth, LLC: DELL position timeline

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

Transform Wealth, LLC held 27,441 DELL 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 27,441 shares
    Change vs previous 13F -1,342 shares

    0.15% of the 13F portfolio, value $2,501,208.

    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 28,783 shares
    Change vs previous 13F -1,344 shares

    0.18% of the 13F portfolio, value $3,317,006.

    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 30,127 shares
    Change vs previous 13F -1,179 shares

    0.24% of the 13F portfolio, value $3,571,270.

    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 31,306 shares
    Change vs previous 13F -939 shares

    0.32% of the 13F portfolio, value $4,317,422.

    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 32,245 shares
    Change vs previous 13F -3,645 shares

    0.35% of the 13F portfolio, value $3,679,531.

    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 35,890 shares
    Change vs previous 13F -2,292 shares

    0.27% of the 13F portfolio, value $2,745,568.

    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 38,182 shares
    Change vs previous 13F +305 shares

    0.28% of the 13F portfolio, value $2,630,726.

    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 37,877 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,049,521.

    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).