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Disclosery

Transform Wealth, LLC: KR position timeline

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

Transform Wealth, LLC held 40,366 KR 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 40,366 shares
    Change vs previous 13F +12,486 shares

    0.17% of the 13F portfolio, value $2,732,346.

    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 27,880 shares
    Change vs previous 13F -1,266 shares

    0.09% of the 13F portfolio, value $1,704,892.

    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 29,146 shares
    Change vs previous 13F -908 shares

    0.11% of the 13F portfolio, value $1,670,083.

    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 30,054 shares
    Change vs previous 13F -1,971 shares

    0.11% of the 13F portfolio, value $1,500,613.

    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 32,025 shares
    Change vs previous 13F -149,480 shares

    0.17% of the 13F portfolio, value $1,829,588.

    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 181,505 shares
    Change vs previous 13F -399 shares

    0.81% of the 13F portfolio, value $8,296,585.

    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 181,904 shares
    Change vs previous 13F +4,625 shares

    0.86% of the 13F portfolio, value $8,140,208.

    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 177,279 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $8,332,112.

    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).