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Disclosery

Transform Wealth, LLC: LIN position timeline

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

Transform Wealth, LLC held 19,622 LIN 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 19,622 shares
    Change vs previous 13F -407 shares

    0.55% of the 13F portfolio, value $9,136,708.

    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 20,029 shares
    Change vs previous 13F +2,179 shares

    0.47% of the 13F portfolio, value $8,385,523.

    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 17,850 shares
    Change vs previous 13F +276 shares

    0.56% of the 13F portfolio, value $8,511,738.

    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 17,574 shares
    Change vs previous 13F -64 shares

    0.58% of the 13F portfolio, value $7,711,777.

    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 17,638 shares
    Change vs previous 13F +104 shares

    0.78% of the 13F portfolio, value $8,189,853.

    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 17,534 shares
    Change vs previous 13F -26 shares

    0.7% of the 13F portfolio, value $7,201,589.

    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 17,560 shares
    Change vs previous 13F +1,302 shares

    0.69% of the 13F portfolio, value $6,538,464.

    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 16,258 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,195,658.

    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).