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Disclosery

Transform Wealth, LLC: VTI position timeline

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

Transform Wealth, LLC held 3,616 VTI 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 3,616 shares
    Change vs previous 13F -80 shares

    0.06% of the 13F portfolio, value $993,847.

    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 3,696 shares
    Change vs previous 13F -12,396 shares

    0.06% of the 13F portfolio, value $1,071,066.

    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 16,092 shares
    Change vs previous 13F -2,873 shares

    0.3% of the 13F portfolio, value $4,570,158.

    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 18,965 shares
    Change vs previous 13F -788 shares

    0.38% of the 13F portfolio, value $5,091,352.

    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 19,753 shares
    Change vs previous 13F -1,564 shares

    0.49% of the 13F portfolio, value $5,133,778.

    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 21,317 shares
    Change vs previous 13F -31 shares

    0.49% of the 13F portfolio, value $5,056,912.

    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 21,348 shares
    Change vs previous 13F -17,210 shares

    0.48% of the 13F portfolio, value $4,534,573.

    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 38,558 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $8,493,479.

    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).