Transform Wealth, LLC: IYJ position timeline

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

Transform Wealth, LLC held 13,461 IYJ shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

period ended2025-03-31
13F 13,461 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $1,752,353.
13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).