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Disclosery

Transform Wealth, LLC: GLD position timeline

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

Transform Wealth, LLC held 35,586 GLD 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 35,586 shares
    Change vs previous 13F +127 shares

    0.62% of the 13F portfolio, value $10,253,751.

    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 35,459 shares
    Change vs previous 13F +13,004 shares

    0.48% of the 13F portfolio, value $8,585,688.

    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 22,455 shares
    Change vs previous 13F -96 shares

    0.36% of the 13F portfolio, value $5,457,913.

    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 22,551 shares
    Change vs previous 13F +270 shares

    0.36% of the 13F portfolio, value $4,848,691.

    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 22,281 shares
    Change vs previous 13F -1,193 shares

    0.44% of the 13F portfolio, value $4,583,648.

    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 23,474 shares
    Change vs previous 13F +82 shares

    0.44% of the 13F portfolio, value $4,487,525.

    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 23,392 shares
    Change vs previous 13F -22,810 shares

    0.42% of the 13F portfolio, value $4,010,559.

    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 46,202 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $8,236,432.

    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).