Skip to content
Disclosery

Transform Wealth, LLC: WMT position timeline

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

Transform Wealth, LLC held 220,655 WMT 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 220,655 shares
    Change vs previous 13F +2,144 shares

    1.18% of the 13F portfolio, value $19,422,528.

    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 218,511 shares
    Change vs previous 13F +22,556 shares

    1.1% of the 13F portfolio, value $19,786,684.

    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 195,955 shares
    Change vs previous 13F +5,408 shares

    1.05% of the 13F portfolio, value $15,823,340.

    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 190,547 shares
    Change vs previous 13F +17,471 shares

    0.97% of the 13F portfolio, value $12,901,913.

    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 173,076 shares
    Change vs previous 13F +171,631 shares

    0.99% of the 13F portfolio, value $10,447,808.

    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 1,445 shares
    Change vs previous 13F -84 shares

    0.02% of the 13F portfolio, value $228,642.

    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 1,529 shares
    Change vs previous 13F -638 shares

    0.03% of the 13F portfolio, value $244,499.

    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 2,167 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $340,651.

    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).