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Disclosery

Transform Wealth, LLC: JEPI position timeline

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

Transform Wealth, LLC held 9,594 JEPI 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 9,594 shares
    Change vs previous 13F -17,293 shares

    0.03% of the 13F portfolio, value $548,202.

    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 26,887 shares
    Change vs previous 13F +17,606 shares

    0.09% of the 13F portfolio, value $1,557,405.

    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 9,281 shares
    Change vs previous 13F -43,990 shares

    0.04% of the 13F portfolio, value $552,326.

    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 53,271 shares
    Change vs previous 13F -3,114 shares

    0.23% of the 13F portfolio, value $3,019,392.

    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 56,385 shares
    Change vs previous 13F -14,260 shares

    0.31% of the 13F portfolio, value $3,262,438.

    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 70,645 shares
    Change vs previous 13F -2,057 shares

    0.38% of the 13F portfolio, value $3,912,638.

    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 72,702 shares
    Change vs previous 13F -29,808 shares

    0.41% of the 13F portfolio, value $3,893,943.

    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 102,510 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,671,865.

    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).