Skip to content
Disclosery

Transform Wealth, LLC: FISK position timeline

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

Transform Wealth, LLC held 0 FISK shares at 2024-12-31 per its 13F-HR filed 2025-01-17.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -13,551 shares

    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).

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

  2. period ended2024-09-30
    13F 13,551 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $148,926.

    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).

  3. period ended2024-06-30
    13F 13,551 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $108,680.

    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).

  4. period ended2024-03-31
    13F 13,551 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $122,366.

    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).

  5. period ended2023-12-31
    13F/A 13,551 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $132,394.

    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).

  6. period ended2023-09-30
    13F 13,565 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $108,485.

    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).

  7. period ended2023-06-30
    13F 13,565 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $94,142.

    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).