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Disclosery

Transform Wealth, LLC: SCHG position timeline

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

Transform Wealth, LLC held 135,424 SCHG 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 135,424 shares
    Change vs previous 13F -25,913 shares

    0.21% of the 13F portfolio, value $3,391,007.

    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 161,337 shares
    Change vs previous 13F +130,019 shares

    0.25% of the 13F portfolio, value $4,496,463.

    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 31,318 shares
    Change vs previous 13F +6,042 shares

    0.22% of the 13F portfolio, value $3,262,686.

    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 25,276 shares
    Change vs previous 13F +3,950 shares

    0.19% of the 13F portfolio, value $2,551,515.

    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 21,326 shares
    Change vs previous 13F -10,667 shares

    0.19% of the 13F portfolio, value $1,977,338.

    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 31,993 shares
    Change vs previous 13F +1,987 shares

    0.26% of the 13F portfolio, value $2,654,899.

    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 30,006 shares
    Change vs previous 13F -25,734 shares

    0.23% of the 13F portfolio, value $2,182,041.

    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 55,740 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,177,688.

    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).