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Disclosery

Transform Wealth, LLC: JSCP position timeline

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

Transform Wealth, LLC held 164,368 JSCP 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 164,368 shares
    Change vs previous 13F +46,427 shares

    0.47% of the 13F portfolio, value $7,759,814.

    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 117,941 shares
    Change vs previous 13F +9,574 shares

    0.31% of the 13F portfolio, value $5,517,173.

    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 108,367 shares
    Change vs previous 13F -1,004 shares

    0.34% of the 13F portfolio, value $5,149,595.

    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 109,371 shares
    Change vs previous 13F +1,754 shares

    0.38% of the 13F portfolio, value $5,073,535.

    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 107,617 shares
    Change vs previous 13F +1,781 shares

    0.48% of the 13F portfolio, value $5,007,420.

    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 105,836 shares
    Change vs previous 13F -298 shares

    0.48% of the 13F portfolio, value $4,940,026.

    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 106,134 shares
    Change vs previous 13F +1,600 shares

    0.51% of the 13F portfolio, value $4,814,257.

    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 104,534 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,787,674.

    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).