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Disclosery

Transform Wealth, LLC: SW position timeline

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

Transform Wealth, LLC held 27,275 SW 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 27,275 shares
    Change vs previous 13F -975 shares

    0.07% of the 13F portfolio, value $1,228,999.

    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 28,250 shares
    Change vs previous 13F -562 shares

    0.08% of the 13F portfolio, value $1,521,541.

    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 28,812 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,423,907.

    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).