Transform Wealth, LLC: LEN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transform Wealth, LLC on LEN, newest first. How the timeline and the estimate are built.
Transform Wealth, LLC held 0 LEN shares at 2025-03-31 per its 13F-HR filed 2025-04-15.
the latest 13F is the newest step
- period ended2025-03-3113F 0 sharesChange vs previous 13F -33,456 shares
13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 33,456 sharesChange vs previous 13F +1,244 shares
0.25% of the 13F portfolio, value $4,562,456.
13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,212 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $6,039,047.
13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).