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Disclosery

Transform Wealth, LLC: EPD position timeline

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

Transform Wealth, LLC held 40,274 EPD 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 40,274 shares
    Change vs previous 13F -6,079 shares

    0.08% of the 13F portfolio, value $1,374,955.

    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 46,353 shares
    Change vs previous 13F -500 shares

    0.08% of the 13F portfolio, value $1,453,631.

    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 46,853 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $1,363,891.

    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 46,788 shares
    Change vs previous 13F -2,500 shares

    0.1% of the 13F portfolio, value $1,355,917.

    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 49,288 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,438,224.

    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 49,288 shares
    Change vs previous 13F +496 shares

    0.13% of the 13F portfolio, value $1,298,739.

    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 48,792 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,335,438.

    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 48,792 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,285,670.

    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).