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Disclosery

Transform Wealth, LLC: HD position timeline

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

Transform Wealth, LLC held 29,675 HD 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 29,675 shares
    Change vs previous 13F -540 shares

    0.66% of the 13F portfolio, value $10,875,754.

    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 30,215 shares
    Change vs previous 13F +3,984 shares

    0.65% of the 13F portfolio, value $11,753,457.

    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 26,231 shares
    Change vs previous 13F +1,444 shares

    0.7% of the 13F portfolio, value $10,628,670.

    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 24,787 shares
    Change vs previous 13F +353 shares

    0.64% of the 13F portfolio, value $8,532,520.

    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 24,434 shares
    Change vs previous 13F -4,331 shares

    0.89% of the 13F portfolio, value $9,372,692.

    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 28,765 shares
    Change vs previous 13F +67 shares

    0.97% of the 13F portfolio, value $9,968,470.

    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 28,698 shares
    Change vs previous 13F -10,299 shares

    0.91% of the 13F portfolio, value $8,671,356.

    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 38,997 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $12,114,069.

    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).