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Disclosery

Transform Wealth, LLC: TGT position timeline

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

Transform Wealth, LLC held 2,088 TGT 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 2,088 shares
    Change vs previous 13F -379 shares

    0.01% of the 13F portfolio, value $217,912.

    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 2,467 shares
    Change vs previous 13F -131 shares

    0.02% of the 13F portfolio, value $333,521.

    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 2,598 shares
    Change vs previous 13F +232 shares

    0.03% of the 13F portfolio, value $404,928.

    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 2,366 shares
    Change vs previous 13F -329 shares

    0.03% of the 13F portfolio, value $350,336.

    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 2,695 shares
    Change vs previous 13F -349 shares

    0.05% of the 13F portfolio, value $477,661.

    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 3,044 shares
    Change vs previous 13F -302 shares

    0.04% of the 13F portfolio, value $433,568.

    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 3,346 shares
    Change vs previous 13F -3,548 shares

    0.04% of the 13F portfolio, value $369,939.

    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 6,894 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $909,330.

    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).