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Disclosery

Transform Wealth, LLC: PG position timeline

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

Transform Wealth, LLC held 3,689 PG 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 3,689 shares
    Change vs previous 13F -547 shares

    0.04% of the 13F portfolio, value $628,652.

    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 4,236 shares
    Change vs previous 13F +2,024 shares

    0.04% of the 13F portfolio, value $710,128.

    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 2,212 shares
    Change vs previous 13F -62 shares

    0.03% of the 13F portfolio, value $383,196.

    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 2,274 shares
    Change vs previous 13F -440 shares

    0.03% of the 13F portfolio, value $374,950.

    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 2,714 shares
    Change vs previous 13F -4,204 shares

    0.04% of the 13F portfolio, value $440,292.

    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 6,918 shares
    Change vs previous 13F +273 shares

    0.1% of the 13F portfolio, value $1,013,813.

    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 6,645 shares
    Change vs previous 13F -12,106 shares

    0.1% of the 13F portfolio, value $969,243.

    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 18,751 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,845,262.

    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).