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Disclosery

Transform Wealth, LLC: SCHD position timeline

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

Transform Wealth, LLC held 131,436 SCHD 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 131,436 shares
    Change vs previous 13F -61,429 shares

    0.22% of the 13F portfolio, value $3,674,962.

    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 192,865 shares
    Change vs previous 13F +146,525 shares

    0.29% of the 13F portfolio, value $5,269,080.

    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 46,340 shares
    Change vs previous 13F -1,908 shares

    0.26% of the 13F portfolio, value $3,917,126.

    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 48,248 shares
    Change vs previous 13F -11,439 shares

    0.28% of the 13F portfolio, value $3,790,487.

    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 59,687 shares
    Change vs previous 13F +20,606 shares

    0.46% of the 13F portfolio, value $4,812,581.

    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 39,081 shares
    Change vs previous 13F +12,581 shares

    0.29% of the 13F portfolio, value $2,975,227.

    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 26,500 shares
    Change vs previous 13F -6,789 shares

    0.2% of the 13F portfolio, value $1,875,117.

    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 33,289 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,417,412.

    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).