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Disclosery

Transform Wealth, LLC: SPY position timeline

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

Transform Wealth, LLC held 18,605 SPY 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 18,605 shares
    Change vs previous 13F -38,176 shares

    0.63% of the 13F portfolio, value $10,439,276.

    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 56,781 shares
    Change vs previous 13F -15,890 shares

    1.85% of the 13F portfolio, value $33,390,479.

    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 72,671 shares
    Change vs previous 13F +6,366 shares

    2.77% of the 13F portfolio, value $41,822,118.

    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 66,305 shares
    Change vs previous 13F +8,349 shares

    2.72% of the 13F portfolio, value $36,201,221.

    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 57,956 shares
    Change vs previous 13F -14,446 shares

    2.89% of the 13F portfolio, value $30,406,767.

    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 72,402 shares
    Change vs previous 13F +2,320 shares

    3.37% of the 13F portfolio, value $34,553,193.

    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 70,082 shares
    Change vs previous 13F +2,684 shares

    3.17% of the 13F portfolio, value $30,065,222.

    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 67,398 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $29,987,023.

    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).