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Disclosery

Transform Wealth, LLC: TMUS position timeline

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

Transform Wealth, LLC held 52,140 TMUS 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 52,140 shares
    Change vs previous 13F -2,356 shares

    0.84% of the 13F portfolio, value $13,906,233.

    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 54,496 shares
    Change vs previous 13F +8,208 shares

    0.67% of the 13F portfolio, value $12,028,967.

    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 46,288 shares
    Change vs previous 13F +13,677 shares

    0.63% of the 13F portfolio, value $9,552,052.

    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 32,611 shares
    Change vs previous 13F +470 shares

    0.43% of the 13F portfolio, value $5,745,466.

    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 32,141 shares
    Change vs previous 13F +2,063 shares

    0.5% of the 13F portfolio, value $5,245,974.

    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 30,078 shares
    Change vs previous 13F +678 shares

    0.47% of the 13F portfolio, value $4,822,406.

    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 29,400 shares
    Change vs previous 13F +1,535 shares

    0.43% of the 13F portfolio, value $4,117,470.

    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 27,865 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,870,449.

    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).