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Disclosery

Transform Wealth, LLC: GOOGL position timeline

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

Transform Wealth, LLC held 150,577 GOOGL 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 150,577 shares
    Change vs previous 13F +1,860 shares

    1.41% of the 13F portfolio, value $23,285,272.

    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 148,717 shares
    Change vs previous 13F +6,930 shares

    1.56% of the 13F portfolio, value $28,152,104.

    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 141,787 shares
    Change vs previous 13F -14,026 shares

    1.56% of the 13F portfolio, value $23,515,436.

    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 155,813 shares
    Change vs previous 13F +2,637 shares

    2.13% of the 13F portfolio, value $28,381,315.

    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 153,176 shares
    Change vs previous 13F +200 shares

    2.2% of the 13F portfolio, value $23,118,797.

    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 152,976 shares
    Change vs previous 13F +663 shares

    2.08% of the 13F portfolio, value $21,369,275.

    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 152,313 shares
    Change vs previous 13F -6,238 shares

    2.1% of the 13F portfolio, value $19,931,716.

    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 158,551 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $18,978,580.

    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).