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Disclosery

Transform Wealth, LLC: FPE position timeline

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

Transform Wealth, LLC held 850,386 FPE 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 850,386 shares
    Change vs previous 13F +13,548 shares

    0.91% of the 13F portfolio, value $14,958,283.

    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 836,838 shares
    Change vs previous 13F +78,828 shares

    0.82% of the 13F portfolio, value $14,812,039.

    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 758,010 shares
    Change vs previous 13F +37,810 shares

    0.91% of the 13F portfolio, value $13,719,983.

    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 720,200 shares
    Change vs previous 13F +55,068 shares

    0.94% of the 13F portfolio, value $12,502,677.

    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 665,132 shares
    Change vs previous 13F +57,131 shares

    1.09% of the 13F portfolio, value $11,520,081.

    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 608,001 shares
    Change vs previous 13F +13,817 shares

    1% of the 13F portfolio, value $10,250,889.

    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 594,184 shares
    Change vs previous 13F -77,459 shares

    1% of the 13F portfolio, value $9,489,118.

    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 671,643 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $10,726,143.

    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).