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Disclosery

Transform Wealth, LLC: IVW position timeline

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

Transform Wealth, LLC held 291,475 IVW 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 291,475 shares
    Change vs previous 13F +82,770 shares

    1.64% of the 13F portfolio, value $27,057,621.

    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 208,705 shares
    Change vs previous 13F +2,858 shares

    1.18% of the 13F portfolio, value $21,189,826.

    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 205,847 shares
    Change vs previous 13F +209 shares

    1.31% of the 13F portfolio, value $19,709,825.

    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 205,638 shares
    Change vs previous 13F -6,612 shares

    1.43% of the 13F portfolio, value $19,029,734.

    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 212,250 shares
    Change vs previous 13F +4,615 shares

    1.7% of the 13F portfolio, value $17,922,430.

    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 207,635 shares
    Change vs previous 13F -2,447 shares

    1.52% of the 13F portfolio, value $15,593,369.

    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 210,082 shares
    Change vs previous 13F +4,639 shares

    1.52% of the 13F portfolio, value $14,417,882.

    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 205,443 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $14,479,654.

    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).