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Disclosery

Transform Wealth, LLC: PWR position timeline

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

Transform Wealth, LLC held 42,983 PWR 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 42,983 shares
    Change vs previous 13F +727 shares

    0.66% of the 13F portfolio, value $10,925,484.

    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 42,256 shares
    Change vs previous 13F +2,471 shares

    0.74% of the 13F portfolio, value $13,355,123.

    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 39,785 shares
    Change vs previous 13F +12,946 shares

    0.79% of the 13F portfolio, value $11,862,019.

    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 26,839 shares
    Change vs previous 13F +716 shares

    0.51% of the 13F portfolio, value $6,819,595.

    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 26,123 shares
    Change vs previous 13F +3,011 shares

    0.64% of the 13F portfolio, value $6,786,680.

    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 23,112 shares
    Change vs previous 13F +1,500 shares

    0.49% of the 13F portfolio, value $4,989,638.

    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 21,612 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,044,686.

    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).