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Disclosery

Transform Wealth, LLC: RSP position timeline

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

Transform Wealth, LLC held 13,983 RSP 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 13,983 shares
    Change vs previous 13F -5,091 shares

    0.15% of the 13F portfolio, value $2,422,291.

    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 19,074 shares
    Change vs previous 13F +4,162 shares

    0.19% of the 13F portfolio, value $3,342,299.

    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 14,912 shares
    Change vs previous 13F -102,946 shares

    0.18% of the 13F portfolio, value $2,671,563.

    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 117,858 shares
    Change vs previous 13F -9,136 shares

    1.45% of the 13F portfolio, value $19,361,744.

    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 126,994 shares
    Change vs previous 13F +43,393 shares

    2.04% of the 13F portfolio, value $21,508,934.

    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 83,601 shares
    Change vs previous 13F +78,587 shares

    1.29% of the 13F portfolio, value $13,192,238.

    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 5,014 shares
    Change vs previous 13F -500 shares

    0.07% of the 13F portfolio, value $710,434.

    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 5,514 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $825,115.

    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).