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Disclosery

Transform Wealth, LLC: VYM position timeline

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

Transform Wealth, LLC held 8,947 VYM 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 8,947 shares
    Change vs previous 13F -1,850 shares

    0.07% of the 13F portfolio, value $1,153,806.

    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 10,797 shares
    Change vs previous 13F +2,848 shares

    0.08% of the 13F portfolio, value $1,377,636.

    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 7,949 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,019,108.

    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 7,949 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $942,793.

    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 7,947 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $961,548.

    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 7,947 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $887,161.

    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 7,931 shares
    Change vs previous 13F -1,162 shares

    0.09% of the 13F portfolio, value $819,382.

    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 9,093 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $964,546.

    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).