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Disclosery

Transform Wealth, LLC: MSCI position timeline

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

Transform Wealth, LLC held 0 MSCI shares at 2024-06-30 per its 13F-HR filed 2024-07-15.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -11,823 shares

    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).

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

  2. period ended2024-03-31
    13F 11,823 shares
    Change vs previous 13F -1,464 shares

    0.63% of the 13F portfolio, value $6,626,350.

    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).

  3. period ended2023-12-31
    13F/A 13,287 shares
    Change vs previous 13F +101 shares

    0.73% of the 13F portfolio, value $7,515,997.

    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).

  4. period ended2023-09-30
    13F 13,186 shares
    Change vs previous 13F -4,195 shares

    0.71% of the 13F portfolio, value $6,765,715.

    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).

  5. period ended2023-06-30
    13F 17,381 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $8,156,664.

    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).