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Disclosery

Transform Wealth, LLC: IVV position timeline

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

Transform Wealth, LLC held 27,910 IVV 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 27,910 shares
    Change vs previous 13F +13,718 shares

    0.95% of the 13F portfolio, value $15,682,464.

    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 14,192 shares
    Change vs previous 13F +316 shares

    0.46% of the 13F portfolio, value $8,354,827.

    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 13,876 shares
    Change vs previous 13F +159 shares

    0.53% of the 13F portfolio, value $8,004,172.

    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 13,717 shares
    Change vs previous 13F +781 shares

    0.56% of the 13F portfolio, value $7,506,604.

    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 12,936 shares
    Change vs previous 13F -13,575 shares

    0.65% of the 13F portfolio, value $6,800,825.

    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 26,511 shares
    Change vs previous 13F +12,595 shares

    1.23% of the 13F portfolio, value $12,662,459.

    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 13,916 shares
    Change vs previous 13F +274 shares

    0.63% of the 13F portfolio, value $6,013,820.

    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 13,642 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $6,080,289.

    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).