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Disclosery

Transform Wealth, LLC: TAP position timeline

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

Transform Wealth, LLC held 0 TAP shares at 2024-06-30 per its 13F-HR filed 2024-07-15.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -88,326 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 88,326 shares
    Change vs previous 13F +2,630 shares

    0.56% of the 13F portfolio, value $5,939,946.

    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).

  3. period ended2023-12-31
    13F/A 85,696 shares
    Change vs previous 13F -1,629 shares

    0.51% of the 13F portfolio, value $5,245,433.

    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).

  4. period ended2023-09-30
    13F 87,325 shares
    Change vs previous 13F +5,469 shares

    0.59% of the 13F portfolio, value $5,553,010.

    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).

  5. period ended2023-06-30
    13F 81,856 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,389,391.

    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).