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Disclosery

Transform Wealth, LLC: TJX position timeline

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

Transform Wealth, LLC held 101,416 TJX 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 101,416 shares
    Change vs previous 13F -451 shares

    0.75% of the 13F portfolio, value $12,352,521.

    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 101,867 shares
    Change vs previous 13F +9,162 shares

    0.68% of the 13F portfolio, value $12,306,558.

    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 92,705 shares
    Change vs previous 13F +8,553 shares

    0.72% of the 13F portfolio, value $10,896,505.

    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 84,152 shares
    Change vs previous 13F +1,799 shares

    0.7% of the 13F portfolio, value $9,265,086.

    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 82,353 shares
    Change vs previous 13F +3,089 shares

    0.79% of the 13F portfolio, value $8,352,269.

    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 79,264 shares
    Change vs previous 13F +5,110 shares

    0.73% of the 13F portfolio, value $7,435,799.

    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 74,154 shares
    Change vs previous 13F +7,997 shares

    0.7% of the 13F portfolio, value $6,590,833.

    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 66,157 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,609,486.

    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).