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Disclosery

Transform Wealth, LLC: NVDA position timeline

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

Transform Wealth, LLC held 293,259 NVDA 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 293,259 shares
    Change vs previous 13F +2,710 shares

    1.93% of the 13F portfolio, value $31,786,292.

    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 290,549 shares
    Change vs previous 13F +40,092 shares

    2.17% of the 13F portfolio, value $39,017,843.

    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 250,457 shares
    Change vs previous 13F +71,534 shares

    2.02% of the 13F portfolio, value $30,417,888.

    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 178,923 shares
    Change vs previous 13F +161,842 shares

    1.66% of the 13F portfolio, value $22,104,210.

    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 17,081 shares
    Change vs previous 13F +1,074 shares

    1.47% of the 13F portfolio, value $15,433,669.

    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 16,007 shares
    Change vs previous 13F +10,457 shares

    0.77% of the 13F portfolio, value $7,927,013.

    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 5,550 shares
    Change vs previous 13F -6,565 shares

    0.25% of the 13F portfolio, value $2,414,211.

    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 12,115 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,124,875.

    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).