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Disclosery

Transform Wealth, LLC: RUNN position timeline

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

Transform Wealth, LLC held 118,904 RUNN 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 118,904 shares
    Change vs previous 13F -11,287 shares

    0.23% of the 13F portfolio, value $3,856,063.

    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 130,191 shares
    Change vs previous 13F +68,195 shares

    0.24% of the 13F portfolio, value $4,266,367.

    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 61,996 shares
    Change vs previous 13F -4,736 shares

    0.14% of the 13F portfolio, value $2,072,533.

    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 66,732 shares
    Change vs previous 13F -6,596 shares

    0.15% of the 13F portfolio, value $2,037,074.

    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 73,328 shares
    Change vs previous 13F +32,289 shares

    0.22% of the 13F portfolio, value $2,285,848.

    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 41,039 shares
    Change vs previous 13F -1,723 shares

    0.11% of the 13F portfolio, value $1,152,385.

    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 42,762 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,087,745.

    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).