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Disclosery

Transform Wealth, LLC: MLPX position timeline

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

Transform Wealth, LLC held 48,492 MLPX 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 48,492 shares
    Change vs previous 13F -5,615 shares

    0.19% of the 13F portfolio, value $3,094,282.

    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 54,107 shares
    Change vs previous 13F -11,348 shares

    0.18% of the 13F portfolio, value $3,279,491.

    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 65,455 shares
    Change vs previous 13F +34,148 shares

    0.24% of the 13F portfolio, value $3,562,740.

    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 31,307 shares
    Change vs previous 13F -869 shares

    0.12% of the 13F portfolio, value $1,598,234.

    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 32,176 shares
    Change vs previous 13F -1,719 shares

    0.15% of the 13F portfolio, value $1,576,293.

    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 33,895 shares
    Change vs previous 13F -2,001 shares

    0.15% of the 13F portfolio, value $1,512,399.

    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 35,896 shares
    Change vs previous 13F +15,370 shares

    0.16% of the 13F portfolio, value $1,521,403.

    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 20,526 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $853,286.

    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).