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Disclosery

Transform Wealth, LLC: DKS position timeline

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

Transform Wealth, LLC held 11,089 DKS 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 11,089 shares
    Change vs previous 13F -53 shares

    0.14% of the 13F portfolio, value $2,248,491.

    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 11,142 shares
    Change vs previous 13F -168 shares

    0.14% of the 13F portfolio, value $2,549,658.

    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 11,310 shares
    Change vs previous 13F +4,319 shares

    0.16% of the 13F portfolio, value $2,372,075.

    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 6,991 shares
    Change vs previous 13F +156 shares

    0.11% of the 13F portfolio, value $1,502,101.

    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 6,835 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,544,489.

    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).