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Disclosery

Transform Wealth, LLC: MIN position timeline

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

Transform Wealth, LLC held 201,094 MIN 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 201,094 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $540,943.

    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 201,094 shares
    Change vs previous 13F +201,094 shares

    0.03% of the 13F portfolio, value $534,911.

    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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F -240,694 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2023-12-31
    13F/A 240,694 shares
    Change vs previous 13F +3,100 shares

    0.06% of the 13F portfolio, value $645,060.

    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).

  5. period ended2023-09-30
    13F 237,594 shares
    Change vs previous 13F -221,406 shares

    0.07% of the 13F portfolio, value $636,752.

    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).

  6. period ended2023-06-30
    13F 459,000 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,257,660.

    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).