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Disclosery

Transform Wealth, LLC: WMB position timeline

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

Transform Wealth, LLC held 49,810 WMB 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 49,810 shares
    Change vs previous 13F -3,322 shares

    0.18% of the 13F portfolio, value $2,976,651.

    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 53,132 shares
    Change vs previous 13F -2,838 shares

    0.16% of the 13F portfolio, value $2,875,513.

    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 55,970 shares
    Change vs previous 13F -535 shares

    0.17% of the 13F portfolio, value $2,555,018.

    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 56,505 shares
    Change vs previous 13F -1,841 shares

    0.18% of the 13F portfolio, value $2,401,469.

    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 58,346 shares
    Change vs previous 13F +395 shares

    0.22% of the 13F portfolio, value $2,273,750.

    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 57,951 shares
    Change vs previous 13F -2,288 shares

    0.2% of the 13F portfolio, value $2,018,429.

    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 60,239 shares
    Change vs previous 13F +40 shares

    0.21% of the 13F portfolio, value $2,029,456.

    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 60,199 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,964,308.

    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).