Skip to content
Disclosery

Transform Wealth, LLC: SDY position timeline

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

Transform Wealth, LLC held 5,662 SDY 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 5,662 shares
    Change vs previous 13F -1,897 shares

    0.05% of the 13F portfolio, value $768,221.

    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 7,559 shares
    Change vs previous 13F -1,257 shares

    0.06% of the 13F portfolio, value $998,544.

    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 8,816 shares
    Change vs previous 13F -631 shares

    0.08% of the 13F portfolio, value $1,252,225.

    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 9,447 shares
    Change vs previous 13F -140 shares

    0.09% of the 13F portfolio, value $1,201,470.

    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 9,587 shares
    Change vs previous 13F -667 shares

    0.12% of the 13F portfolio, value $1,258,198.

    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 10,254 shares
    Change vs previous 13F -2,509 shares

    0.12% of the 13F portfolio, value $1,281,443.

    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 12,763 shares
    Change vs previous 13F -899 shares

    0.15% of the 13F portfolio, value $1,467,873.

    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 13,662 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,674,688.

    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).