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Disclosery

Transform Wealth, LLC: MA position timeline

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

Transform Wealth, LLC held 24,975 MA 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 24,975 shares
    Change vs previous 13F +9,281 shares

    0.83% of the 13F portfolio, value $13,689,319.

    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 15,694 shares
    Change vs previous 13F +611 shares

    0.46% of the 13F portfolio, value $8,263,858.

    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 15,083 shares
    Change vs previous 13F +211 shares

    0.49% of the 13F portfolio, value $7,447,902.

    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 14,872 shares
    Change vs previous 13F +486 shares

    0.49% of the 13F portfolio, value $6,560,900.

    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 14,386 shares
    Change vs previous 13F -1,562 shares

    0.66% of the 13F portfolio, value $6,927,832.

    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 15,948 shares
    Change vs previous 13F -37 shares

    0.66% of the 13F portfolio, value $6,802,191.

    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 15,985 shares
    Change vs previous 13F +165 shares

    0.67% of the 13F portfolio, value $6,328,817.

    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 15,820 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $6,222,083.

    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).