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Disclosery

Transform Wealth, LLC: V position timeline

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

Transform Wealth, LLC held 15,566 V 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 15,566 shares
    Change vs previous 13F +771 shares

    0.33% of the 13F portfolio, value $5,455,433.

    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 14,795 shares
    Change vs previous 13F +7,206 shares

    0.26% of the 13F portfolio, value $4,675,670.

    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 7,589 shares
    Change vs previous 13F -6 shares

    0.14% of the 13F portfolio, value $2,086,654.

    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 7,595 shares
    Change vs previous 13F +188 shares

    0.15% of the 13F portfolio, value $1,993,500.

    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 7,407 shares
    Change vs previous 13F -6,636 shares

    0.2% of the 13F portfolio, value $2,067,216.

    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 14,043 shares
    Change vs previous 13F +87 shares

    0.36% of the 13F portfolio, value $3,655,965.

    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 13,956 shares
    Change vs previous 13F -13,827 shares

    0.34% of the 13F portfolio, value $3,210,002.

    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 27,783 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,597,853.

    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).