Skip to content
Disclosery

Transform Wealth, LLC: VRTX position timeline

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

Transform Wealth, LLC held 24,728 VRTX 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 24,728 shares
    Change vs previous 13F -172 shares

    0.73% of the 13F portfolio, value $11,988,819.

    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 24,900 shares
    Change vs previous 13F +891 shares

    0.56% of the 13F portfolio, value $10,027,214.

    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 24,009 shares
    Change vs previous 13F +530 shares

    0.74% of the 13F portfolio, value $11,165,979.

    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 23,479 shares
    Change vs previous 13F +390 shares

    0.83% of the 13F portfolio, value $11,005,307.

    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 23,089 shares
    Change vs previous 13F +762 shares

    0.92% of the 13F portfolio, value $9,651,579.

    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 22,327 shares
    Change vs previous 13F +308 shares

    0.89% of the 13F portfolio, value $9,084,634.

    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 22,019 shares
    Change vs previous 13F +85 shares

    0.81% of the 13F portfolio, value $7,656,888.

    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 21,934 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,718,794.

    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).