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Disclosery

Transform Wealth, LLC: SPYV position timeline

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

Transform Wealth, LLC held 85,606 SPYV 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 85,606 shares
    Change vs previous 13F +2,553 shares

    0.26% of the 13F portfolio, value $4,371,885.

    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 83,053 shares
    Change vs previous 13F +4,262 shares

    0.24% of the 13F portfolio, value $4,247,325.

    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 78,791 shares
    Change vs previous 13F +1,646 shares

    0.28% of the 13F portfolio, value $4,164,871.

    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 77,145 shares
    Change vs previous 13F +118 shares

    0.28% of the 13F portfolio, value $3,760,064.

    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 77,027 shares
    Change vs previous 13F +874 shares

    0.37% of the 13F portfolio, value $3,859,030.

    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 76,153 shares
    Change vs previous 13F -783 shares

    0.35% of the 13F portfolio, value $3,550,993.

    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 76,936 shares
    Change vs previous 13F -672 shares

    0.33% of the 13F portfolio, value $3,174,390.

    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 77,608 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,352,664.

    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).