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Disclosery

Transform Wealth, LLC: IWO position timeline

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

Transform Wealth, LLC held 1,992 IWO 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 1,992 shares
    Change vs previous 13F -47 shares

    0.03% of the 13F portfolio, value $509,134.

    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 2,039 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $586,902.

    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 2,001 shares
    Change vs previous 13F +57 shares

    0.04% of the 13F portfolio, value $568,290.

    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 1,944 shares
    Change vs previous 13F +29 shares

    0.04% of the 13F portfolio, value $510,349.

    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 1,915 shares
    Change vs previous 13F -395 shares

    0.05% of the 13F portfolio, value $518,706.

    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 2,310 shares
    Change vs previous 13F -7 shares

    0.06% of the 13F portfolio, value $582,734.

    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 2,317 shares
    Change vs previous 13F -65 shares

    0.05% of the 13F portfolio, value $520,475.

    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 2,382 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $577,932.

    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).