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Disclosery

Transform Wealth, LLC: LONZ position timeline

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

Transform Wealth, LLC held 193,456 LONZ 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 193,456 shares
    Change vs previous 13F -10,747 shares

    0.59% of the 13F portfolio, value $9,747,287.

    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 204,203 shares
    Change vs previous 13F +159,005 shares

    0.58% of the 13F portfolio, value $10,525,985.

    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 45,198 shares
    Change vs previous 13F +22,097 shares

    0.15% of the 13F portfolio, value $2,311,447.

    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 23,101 shares
    Change vs previous 13F -1,407 shares

    0.09% of the 13F portfolio, value $1,181,750.

    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 24,508 shares
    Change vs previous 13F -7,825 shares

    0.12% of the 13F portfolio, value $1,253,579.

    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 32,333 shares
    Change vs previous 13F -111,254 shares

    0.16% of the 13F portfolio, value $1,639,383.

    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 143,587 shares
    Change vs previous 13F +43,457 shares

    0.76% of the 13F portfolio, value $7,222,436.

    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 100,130 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,996,504.

    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).