Skip to content
Disclosery

Transform Wealth, LLC: VFLO position timeline

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

Transform Wealth, LLC held 118,520 VFLO 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 118,520 shares
    Change vs previous 13F -14,132 shares

    0.25% of the 13F portfolio, value $4,062,868.

    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 132,652 shares
    Change vs previous 13F +14,971 shares

    0.25% of the 13F portfolio, value $4,522,108.

    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 117,681 shares
    Change vs previous 13F -7,504 shares

    0.26% of the 13F portfolio, value $3,918,769.

    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 125,185 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,870,724.

    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).