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Disclosery

Transform Wealth, LLC: IGIB position timeline

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

Transform Wealth, LLC held 18,027 IGIB 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 18,027 shares
    Change vs previous 13F +3,310 shares

    0.06% of the 13F portfolio, value $946,754.

    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 14,717 shares
    Change vs previous 13F +3,369 shares

    0.04% of the 13F portfolio, value $758,071.

    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 11,348 shares
    Change vs previous 13F +5,631 shares

    0.04% of the 13F portfolio, value $609,627.

    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 5,717 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $293,057.

    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).