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Disclosery

Transform Wealth, LLC: SCHA position timeline

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

Transform Wealth, LLC held 86,167 SCHA 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 86,167 shares
    Change vs previous 13F -7,866 shares

    0.12% of the 13F portfolio, value $2,018,890.

    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 94,033 shares
    Change vs previous 13F +46,500 shares

    0.13% of the 13F portfolio, value $2,431,704.

    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 47,533 shares
    Change vs previous 13F -1,534 shares

    0.16% of the 13F portfolio, value $2,447,956.

    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 49,067 shares
    Change vs previous 13F +8,316 shares

    0.18% of the 13F portfolio, value $2,335,847.

    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 40,751 shares
    Change vs previous 13F +3,542 shares

    0.19% of the 13F portfolio, value $2,006,561.

    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 37,209 shares
    Change vs previous 13F -24,663 shares

    0.17% of the 13F portfolio, value $1,757,748.

    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 61,872 shares
    Change vs previous 13F -63,453 shares

    0.27% of the 13F portfolio, value $2,562,753.

    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 125,325 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,489,259.

    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).