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Disclosery

Transform Wealth, LLC: SCHF position timeline

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

Transform Wealth, LLC held 98,207 SCHF 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 98,207 shares
    Change vs previous 13F -3,424 shares

    0.12% of the 13F portfolio, value $1,942,543.

    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 101,631 shares
    Change vs previous 13F +65,163 shares

    0.1% of the 13F portfolio, value $1,880,173.

    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 36,468 shares
    Change vs previous 13F -533 shares

    0.1% of the 13F portfolio, value $1,499,544.

    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 37,001 shares
    Change vs previous 13F +4,921 shares

    0.11% of the 13F portfolio, value $1,434,987.

    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 32,080 shares
    Change vs previous 13F -483 shares

    0.12% of the 13F portfolio, value $1,251,757.

    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 32,563 shares
    Change vs previous 13F +79 shares

    0.12% of the 13F portfolio, value $1,203,511.

    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 32,484 shares
    Change vs previous 13F -32,800 shares

    0.12% of the 13F portfolio, value $1,103,151.

    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 65,284 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,327,362.

    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).