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Disclosery

Transform Wealth, LLC: MCK position timeline

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

Transform Wealth, LLC held 23,919 MCK 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 23,919 shares
    Change vs previous 13F +91 shares

    0.98% of the 13F portfolio, value $16,114,644.

    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 23,828 shares
    Change vs previous 13F +2,798 shares

    0.75% of the 13F portfolio, value $13,595,007.

    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 21,030 shares
    Change vs previous 13F +552 shares

    0.69% of the 13F portfolio, value $10,411,965.

    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 20,478 shares
    Change vs previous 13F +652 shares

    0.9% of the 13F portfolio, value $11,972,194.

    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 19,826 shares
    Change vs previous 13F +513 shares

    1.01% of the 13F portfolio, value $10,655,668.

    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 19,313 shares
    Change vs previous 13F +465 shares

    0.87% of the 13F portfolio, value $8,953,531.

    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 18,848 shares
    Change vs previous 13F +636 shares

    0.87% of the 13F portfolio, value $8,207,622.

    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 18,212 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,789,291.

    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).