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Disclosery

Transform Wealth, LLC: NUE position timeline

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

Transform Wealth, LLC held 0 NUE shares at 2024-12-31 per its 13F-HR filed 2025-01-17.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,543 shares

    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).

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

  2. period ended2024-09-30
    13F 1,543 shares
    Change vs previous 13F -814 shares

    0.02% of the 13F portfolio, value $232,743.

    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).

  3. period ended2024-06-30
    13F 2,357 shares
    Change vs previous 13F -168 shares

    0.03% of the 13F portfolio, value $373,932.

    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).

  4. period ended2024-03-31
    13F 2,525 shares
    Change vs previous 13F -64 shares

    0.05% of the 13F portfolio, value $501,018.

    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).

  5. period ended2023-12-31
    13F/A 2,589 shares
    Change vs previous 13F -182 shares

    0.04% of the 13F portfolio, value $452,048.

    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).

  6. period ended2023-09-30
    13F 2,771 shares
    Change vs previous 13F -1,832 shares

    0.05% of the 13F portfolio, value $434,585.

    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).

  7. period ended2023-06-30
    13F 4,603 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $757,149.

    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).