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Disclosery

Transform Wealth, LLC: SCHZ position timeline

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

Transform Wealth, LLC held 87,209 SCHZ 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 87,209 shares
    Change vs previous 13F -5,149 shares

    0.12% of the 13F portfolio, value $2,019,751.

    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 92,358 shares
    Change vs previous 13F +48,612 shares

    0.12% of the 13F portfolio, value $2,096,535.

    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 43,746 shares
    Change vs previous 13F +2,693 shares

    0.14% of the 13F portfolio, value $2,078,809.

    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 41,053 shares
    Change vs previous 13F +428 shares

    0.14% of the 13F portfolio, value $1,871,197.

    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 40,625 shares
    Change vs previous 13F +7,700 shares

    0.18% of the 13F portfolio, value $1,868,739.

    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 32,925 shares
    Change vs previous 13F +2,612 shares

    0.15% of the 13F portfolio, value $1,534,985.

    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 30,313 shares
    Change vs previous 13F -29,641 shares

    0.14% of the 13F portfolio, value $1,340,756.

    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 59,954 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,767,494.

    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).