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Disclosery

Transform Wealth, LLC: SCHB position timeline

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

Transform Wealth, LLC held 1,084,059 SCHB 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 1,084,059 shares
    Change vs previous 13F -277 shares

    1.41% of the 13F portfolio, value $23,339,780.

    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 1,084,336 shares
    Change vs previous 13F +856,655 shares

    1.37% of the 13F portfolio, value $24,614,426.

    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 227,681 shares
    Change vs previous 13F +11,053 shares

    1% of the 13F portfolio, value $15,145,335.

    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 216,628 shares
    Change vs previous 13F +18,410 shares

    1.03% of the 13F portfolio, value $13,663,321.

    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 198,218 shares
    Change vs previous 13F +31,474 shares

    1.15% of the 13F portfolio, value $12,101,229.

    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 166,744 shares
    Change vs previous 13F +2,287 shares

    0.91% of the 13F portfolio, value $9,282,662.

    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 164,457 shares
    Change vs previous 13F -164,716 shares

    0.86% of the 13F portfolio, value $8,198,187.

    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 329,173 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $17,018,249.

    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).