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Disclosery

Transform Wealth, LLC: SPYG position timeline

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

Transform Wealth, LLC held 70,089 SPYG 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 70,089 shares
    Change vs previous 13F -2,325 shares

    0.34% of the 13F portfolio, value $5,633,053.

    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 72,414 shares
    Change vs previous 13F +577 shares

    0.35% of the 13F portfolio, value $6,365,216.

    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 71,837 shares
    Change vs previous 13F +2,104 shares

    0.39% of the 13F portfolio, value $5,958,138.

    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 69,733 shares
    Change vs previous 13F -1,799 shares

    0.42% of the 13F portfolio, value $5,587,719.

    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 71,532 shares
    Change vs previous 13F -2,140 shares

    0.5% of the 13F portfolio, value $5,232,550.

    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 73,672 shares
    Change vs previous 13F -2,103 shares

    0.47% of the 13F portfolio, value $4,793,123.

    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 75,775 shares
    Change vs previous 13F -4,943 shares

    0.47% of the 13F portfolio, value $4,491,963.

    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 80,718 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,924,588.

    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).