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Disclosery

Transform Wealth, LLC: VYMI position timeline

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

Transform Wealth, LLC held 5,814 VYMI 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 5,814 shares
    Change vs previous 13F -1,411 shares

    0.03% of the 13F portfolio, value $428,413.

    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 7,225 shares
    Change vs previous 13F -20,681 shares

    0.03% of the 13F portfolio, value $490,414.

    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 27,906 shares
    Change vs previous 13F -1,886 shares

    0.14% of the 13F portfolio, value $2,048,853.

    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 29,792 shares
    Change vs previous 13F -2,469 shares

    0.15% of the 13F portfolio, value $2,041,617.

    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 32,261 shares
    Change vs previous 13F +14,848 shares

    0.21% of the 13F portfolio, value $2,219,558.

    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 17,413 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,157,816.

    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).