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Disclosery

Transform Wealth, LLC: POWL position timeline

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

Transform Wealth, LLC held 1,627,909 POWL 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 1,627,909 shares
    Change vs previous 13F -100 shares

    16.79% of the 13F portfolio, value $277,281,740.

    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 1,628,009 shares
    Change vs previous 13F -45,750 shares

    20.03% of the 13F portfolio, value $360,848,195.

    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 1,673,759 shares
    Change vs previous 13F -403 shares

    24.61% of the 13F portfolio, value $371,557,761.

    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 1,674,162 shares
    Change vs previous 13F +1,667,728 shares

    18.02% of the 13F portfolio, value $240,074,831.

    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 6,434 shares
    Change vs previous 13F -7,317 shares

    0.09% of the 13F portfolio, value $915,559.

    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 13,751 shares
    Change vs previous 13F -833 shares

    0.12% of the 13F portfolio, value $1,215,589.

    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 14,584 shares
    Change vs previous 13F +500 shares

    0.13% of the 13F portfolio, value $1,209,014.

    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 14,084 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $853,350.

    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).