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Disclosery

Transform Wealth, LLC: GOOG position timeline

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

Transform Wealth, LLC held 39,051 GOOG 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 39,051 shares
    Change vs previous 13F -1,325 shares

    0.37% of the 13F portfolio, value $6,100,999.

    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 40,376 shares
    Change vs previous 13F +13,400 shares

    0.43% of the 13F portfolio, value $7,689,265.

    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 26,976 shares
    Change vs previous 13F -2,247 shares

    0.3% of the 13F portfolio, value $4,510,074.

    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 29,223 shares
    Change vs previous 13F -250 shares

    0.4% of the 13F portfolio, value $5,360,127.

    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 29,473 shares
    Change vs previous 13F -12,339 shares

    0.43% of the 13F portfolio, value $4,487,559.

    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 41,812 shares
    Change vs previous 13F -302 shares

    0.57% of the 13F portfolio, value $5,892,566.

    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 42,114 shares
    Change vs previous 13F -16,910 shares

    0.59% of the 13F portfolio, value $5,552,731.

    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 59,024 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $7,140,134.

    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).