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Disclosery

Transform Wealth, LLC: GS position timeline

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

Transform Wealth, LLC held 38,187 GS 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 38,187 shares
    Change vs previous 13F +4,864 shares

    1.26% of the 13F portfolio, value $20,860,989.

    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 33,323 shares
    Change vs previous 13F +2,258 shares

    1.06% of the 13F portfolio, value $19,081,661.

    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 31,065 shares
    Change vs previous 13F +399 shares

    1.02% of the 13F portfolio, value $15,380,543.

    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 30,666 shares
    Change vs previous 13F +1,171 shares

    1.04% of the 13F portfolio, value $13,870,904.

    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 29,495 shares
    Change vs previous 13F +100 shares

    1.17% of the 13F portfolio, value $12,319,747.

    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 29,395 shares
    Change vs previous 13F -414 shares

    1.11% of the 13F portfolio, value $11,339,647.

    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 29,809 shares
    Change vs previous 13F +177 shares

    1.02% of the 13F portfolio, value $9,645,341.

    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 29,632 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $9,557,605.

    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).