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Disclosery

Transform Wealth, LLC: DVY position timeline

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

Transform Wealth, LLC held 7,207 DVY 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 7,207 shares
    Change vs previous 13F -299 shares

    0.06% of the 13F portfolio, value $967,829.

    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 7,506 shares
    Change vs previous 13F +2,866 shares

    0.05% of the 13F portfolio, value $985,463.

    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 4,640 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $626,725.

    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 4,790 shares
    Change vs previous 13F -500 shares

    0.04% of the 13F portfolio, value $579,495.

    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 5,290 shares
    Change vs previous 13F -950 shares

    0.06% of the 13F portfolio, value $651,623.

    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 6,240 shares
    Change vs previous 13F -600 shares

    0.07% of the 13F portfolio, value $731,453.

    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 6,840 shares
    Change vs previous 13F -2,071 shares

    0.08% of the 13F portfolio, value $745,547.

    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 8,911 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,009,617.

    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).