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Disclosery

Transform Wealth, LLC: WM position timeline

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

Transform Wealth, LLC held 20,509 WM 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 20,509 shares
    Change vs previous 13F -104 shares

    0.29% of the 13F portfolio, value $4,747,972.

    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 20,613 shares
    Change vs previous 13F +7,920 shares

    0.23% of the 13F portfolio, value $4,159,402.

    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 12,693 shares
    Change vs previous 13F -236 shares

    0.17% of the 13F portfolio, value $2,635,116.

    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 12,929 shares
    Change vs previous 13F -61 shares

    0.21% of the 13F portfolio, value $2,758,322.

    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 12,990 shares
    Change vs previous 13F -9,814 shares

    0.26% of the 13F portfolio, value $2,768,772.

    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 22,804 shares
    Change vs previous 13F -279 shares

    0.4% of the 13F portfolio, value $4,084,128.

    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 23,083 shares
    Change vs previous 13F -34,206 shares

    0.37% of the 13F portfolio, value $3,518,840.

    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 57,289 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $9,935,070.

    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).