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Disclosery

Transform Wealth, LLC: SCHM position timeline

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

Transform Wealth, LLC held 67,830 SCHM 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 67,830 shares
    Change vs previous 13F -27,833 shares

    0.11% of the 13F portfolio, value $1,777,149.

    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 95,663 shares
    Change vs previous 13F +61,936 shares

    0.15% of the 13F portfolio, value $2,650,822.

    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 33,727 shares
    Change vs previous 13F -1,228 shares

    0.19% of the 13F portfolio, value $2,802,361.

    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 34,955 shares
    Change vs previous 13F +4,523 shares

    0.2% of the 13F portfolio, value $2,729,181.

    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 30,432 shares
    Change vs previous 13F +446 shares

    0.24% of the 13F portfolio, value $2,478,080.

    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 29,986 shares
    Change vs previous 13F -347 shares

    0.22% of the 13F portfolio, value $2,258,564.

    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 30,333 shares
    Change vs previous 13F -27,087 shares

    0.22% of the 13F portfolio, value $2,052,941.

    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 57,420 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,078,583.

    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).