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Disclosery

Transform Wealth, LLC: XLF position timeline

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

Transform Wealth, LLC held 427,546 XLF 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 427,546 shares
    Change vs previous 13F +25,045 shares

    1.29% of the 13F portfolio, value $21,296,089.

    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 402,501 shares
    Change vs previous 13F +388,174 shares

    1.08% of the 13F portfolio, value $19,452,864.

    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 14,327 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $649,300.

    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 14,327 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $588,983.

    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 14,327 shares
    Change vs previous 13F -335 shares

    0.06% of the 13F portfolio, value $603,454.

    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 14,662 shares
    Change vs previous 13F +235 shares

    0.05% of the 13F portfolio, value $551,292.

    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 14,427 shares
    Change vs previous 13F -1,100 shares

    0.05% of the 13F portfolio, value $478,544.

    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 15,527 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $523,416.

    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).