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Disclosery

Transform Wealth, LLC: SPGI position timeline

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

Transform Wealth, LLC held 3,698 SPGI 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 3,698 shares
    Change vs previous 13F +8 shares

    0.11% of the 13F portfolio, value $1,878,954.

    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 3,690 shares
    Change vs previous 13F +110 shares

    0.1% of the 13F portfolio, value $1,837,731.

    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 3,580 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,849,500.

    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 3,580 shares
    Change vs previous 13F -2 shares

    0.12% of the 13F portfolio, value $1,596,680.

    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 3,582 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $1,523,962.

    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 3,580 shares
    Change vs previous 13F -322 shares

    0.15% of the 13F portfolio, value $1,577,062.

    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 3,902 shares
    Change vs previous 13F -5,700 shares

    0.15% of the 13F portfolio, value $1,425,830.

    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 9,602 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,849,346.

    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).