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Disclosery

Transform Wealth, LLC: IVE position timeline

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

Transform Wealth, LLC held 116,629 IVE 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 116,629 shares
    Change vs previous 13F -29,318 shares

    1.35% of the 13F portfolio, value $22,227,168.

    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 145,947 shares
    Change vs previous 13F +3,108 shares

    1.55% of the 13F portfolio, value $27,858,376.

    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 142,839 shares
    Change vs previous 13F -11,817 shares

    1.87% of the 13F portfolio, value $28,163,608.

    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 154,656 shares
    Change vs previous 13F -2,848 shares

    2.11% of the 13F portfolio, value $28,148,952.

    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 157,504 shares
    Change vs previous 13F -3,755 shares

    2.79% of the 13F portfolio, value $29,423,413.

    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 161,259 shares
    Change vs previous 13F -1,118 shares

    2.73% of the 13F portfolio, value $28,041,327.

    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 162,377 shares
    Change vs previous 13F +5,072 shares

    2.65% of the 13F portfolio, value $25,113,629.

    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 157,305 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $25,356,057.

    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).