Skip to content
Disclosery

Transform Wealth, LLC: IGM position timeline

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

Transform Wealth, LLC held 51,245 IGM 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 51,245 shares
    Change vs previous 13F -47,322 shares

    0.28% of the 13F portfolio, value $4,646,388.

    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 98,567 shares
    Change vs previous 13F +6,034 shares

    0.56% of the 13F portfolio, value $10,062,726.

    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 92,533 shares
    Change vs previous 13F +29,490 shares

    0.59% of the 13F portfolio, value $8,877,590.

    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 63,043 shares
    Change vs previous 13F +365 shares

    0.45% of the 13F portfolio, value $5,945,629.

    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 62,678 shares
    Change vs previous 13F +53,015 shares

    0.51% of the 13F portfolio, value $5,401,608.

    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 9,663 shares
    Change vs previous 13F +592 shares

    0.42% of the 13F portfolio, value $4,330,764.

    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 9,071 shares
    Change vs previous 13F +9 shares

    0.37% of the 13F portfolio, value $3,470,264.

    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 9,062 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,560,131.

    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).