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Disclosery

Transform Wealth, LLC: PPT position timeline

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

Transform Wealth, LLC held 156,049 PPT 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 156,049 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $563,337.

    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 156,049 shares
    Change vs previous 13F +156,049 shares

    0.03% of the 13F portfolio, value $559,525.

    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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F -131,600 shares

    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).

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

  4. period ended2023-12-31
    13F/A 131,600 shares
    Change vs previous 13F +2,800 shares

    0.05% of the 13F portfolio, value $470,421.

    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).

  5. period ended2023-09-30
    13F 128,800 shares
    Change vs previous 13F -115,000 shares

    0.05% of the 13F portfolio, value $435,185.

    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).

  6. period ended2023-06-30
    13F 243,800 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $864,516.

    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).