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Disclosery

Transform Wealth, LLC: EXC position timeline

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

Transform Wealth, LLC held 0 EXC shares at 2024-06-30 per its 13F-HR filed 2024-07-15.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -8,219 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 8,219 shares
    Change vs previous 13F -39,755 shares

    0.03% of the 13F portfolio, value $308,788.

    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).

  3. period ended2023-12-31
    13F/A 47,974 shares
    Change vs previous 13F -4,973 shares

    0.17% of the 13F portfolio, value $1,722,252.

    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).

  4. period ended2023-09-30
    13F 52,947 shares
    Change vs previous 13F -4,643 shares

    0.21% of the 13F portfolio, value $2,000,876.

    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).

  5. period ended2023-06-30
    13F 57,590 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,346,205.

    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).