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Disclosery

Transform Wealth, LLC: MOO position timeline

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

Transform Wealth, LLC held 33,269 MOO 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 33,269 shares
    Change vs previous 13F -10,256 shares

    0.14% of the 13F portfolio, value $2,258,656.

    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 43,525 shares
    Change vs previous 13F +28,480 shares

    0.16% of the 13F portfolio, value $2,808,249.

    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 15,045 shares
    Change vs previous 13F -1,699 shares

    0.08% of the 13F portfolio, value $1,136,017.

    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 16,744 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,174,071.

    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 16,744 shares
    Change vs previous 13F -57,099 shares

    0.12% of the 13F portfolio, value $1,258,006.

    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 73,843 shares
    Change vs previous 13F -2,143 shares

    0.55% of the 13F portfolio, value $5,625,333.

    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 75,986 shares
    Change vs previous 13F -78,466 shares

    0.63% of the 13F portfolio, value $5,980,064.

    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 154,452 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $12,623,290.

    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).