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Disclosery

Transform Wealth, LLC: ELV position timeline

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

Transform Wealth, LLC held 800 ELV 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 800 shares
    Change vs previous 13F -5,134 shares

    0.02% of the 13F portfolio, value $347,968.

    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 5,934 shares
    Change vs previous 13F -191 shares

    0.12% of the 13F portfolio, value $2,189,069.

    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 6,125 shares
    Change vs previous 13F -256 shares

    0.21% of the 13F portfolio, value $3,185,012.

    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 6,381 shares
    Change vs previous 13F -90 shares

    0.26% of the 13F portfolio, value $3,457,660.

    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 6,471 shares
    Change vs previous 13F -125 shares

    0.32% of the 13F portfolio, value $3,355,594.

    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 6,596 shares
    Change vs previous 13F -290 shares

    0.3% of the 13F portfolio, value $3,110,181.

    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 6,886 shares
    Change vs previous 13F +23 shares

    0.32% of the 13F portfolio, value $2,998,476.

    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 6,863 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,049,327.

    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).