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Disclosery

Transform Wealth, LLC: PULS position timeline

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

Transform Wealth, LLC held 128,603 PULS 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 128,603 shares
    Change vs previous 13F +121,263 shares

    0.39% of the 13F portfolio, value $6,395,436.

    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 7,340 shares
    Change vs previous 13F -282 shares

    0.02% of the 13F portfolio, value $365,535.

    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 7,622 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $379,432.

    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 7,621 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $378,764.

    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 7,620 shares
    Change vs previous 13F -69,416 shares

    0.04% of the 13F portfolio, value $378,708.

    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 77,036 shares
    Change vs previous 13F -384,073 shares

    0.37% of the 13F portfolio, value $3,824,740.

    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 461,109 shares
    Change vs previous 13F +372,673 shares

    2.41% of the 13F portfolio, value $22,820,266.

    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 88,436 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,369,621.

    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).