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Disclosery

Transform Wealth, LLC: XLI position timeline

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

Transform Wealth, LLC held 2,796 XLI 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 2,796 shares
    Change vs previous 13F -1,794 shares

    0.02% of the 13F portfolio, value $366,472.

    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 4,590 shares
    Change vs previous 13F -855 shares

    0.03% of the 13F portfolio, value $604,779.

    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 5,445 shares
    Change vs previous 13F -74,791 shares

    0.05% of the 13F portfolio, value $737,471.

    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 80,236 shares
    Change vs previous 13F -103,103 shares

    0.73% of the 13F portfolio, value $9,778,304.

    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 183,339 shares
    Change vs previous 13F +28,586 shares

    2.19% of the 13F portfolio, value $23,093,349.

    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 154,753 shares
    Change vs previous 13F -665 shares

    1.72% of the 13F portfolio, value $17,640,253.

    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 155,418 shares
    Change vs previous 13F -30,645 shares

    1.66% of the 13F portfolio, value $15,756,274.

    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 186,063 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $19,968,282.

    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).