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Disclosery

Transform Wealth, LLC: QDF position timeline

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

Transform Wealth, LLC held 61,155 QDF 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 61,155 shares
    Change vs previous 13F -6,872 shares

    0.25% of the 13F portfolio, value $4,180,570.

    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 68,027 shares
    Change vs previous 13F -276,656 shares

    0.27% of the 13F portfolio, value $4,799,315.

    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 344,683 shares
    Change vs previous 13F +193,950 shares

    1.64% of the 13F portfolio, value $24,717,189.

    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 150,733 shares
    Change vs previous 13F -11,021 shares

    0.75% of the 13F portfolio, value $10,025,263.

    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 161,754 shares
    Change vs previous 13F -13,104 shares

    1.01% of the 13F portfolio, value $10,661,209.

    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 174,858 shares
    Change vs previous 13F -10,883 shares

    1.05% of the 13F portfolio, value $10,759,021.

    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 185,741 shares
    Change vs previous 13F +227 shares

    1.09% of the 13F portfolio, value $10,360,644.

    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 185,514 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $10,720,846.

    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).