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Disclosery

Transform Wealth, LLC: VXUS position timeline

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

Transform Wealth, LLC held 12,742 VXUS 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 12,742 shares
    Change vs previous 13F +2,212 shares

    0.05% of the 13F portfolio, value $791,269.

    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 10,530 shares
    Change vs previous 13F +2,417 shares

    0.03% of the 13F portfolio, value $620,554.

    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 8,113 shares
    Change vs previous 13F +2,637 shares

    0.03% of the 13F portfolio, value $525,226.

    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 5,476 shares
    Change vs previous 13F +1,793 shares

    0.02% of the 13F portfolio, value $330,174.

    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 3,683 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $222,109.

    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).