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Disclosery

Transform Wealth, LLC: TMO position timeline

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

Transform Wealth, LLC held 11,458 TMO 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 11,458 shares
    Change vs previous 13F +183 shares

    0.35% of the 13F portfolio, value $5,706,465.

    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 11,275 shares
    Change vs previous 13F +358 shares

    0.33% of the 13F portfolio, value $5,869,838.

    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 10,917 shares
    Change vs previous 13F +153 shares

    0.45% of the 13F portfolio, value $6,757,432.

    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 10,764 shares
    Change vs previous 13F +370 shares

    0.45% of the 13F portfolio, value $5,956,903.

    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 10,394 shares
    Change vs previous 13F -681 shares

    0.57% of the 13F portfolio, value $6,045,357.

    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 11,075 shares
    Change vs previous 13F +104 shares

    0.57% of the 13F portfolio, value $5,882,292.

    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 10,971 shares
    Change vs previous 13F -3,165 shares

    0.59% of the 13F portfolio, value $5,556,965.

    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 14,136 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $7,380,629.

    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).