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Disclosery

Transform Wealth, LLC: XLK position timeline

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

Transform Wealth, LLC held 69,146 XLK 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 69,146 shares
    Change vs previous 13F +17,254 shares

    0.86% of the 13F portfolio, value $14,277,325.

    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 51,892 shares
    Change vs previous 13F +49,667 shares

    0.67% of the 13F portfolio, value $12,065,937.

    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 2,225 shares
    Change vs previous 13F -97,744 shares

    0.03% of the 13F portfolio, value $502,327.

    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 99,969 shares
    Change vs previous 13F +97,734 shares

    1.7% of the 13F portfolio, value $22,615,955.

    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 2,235 shares
    Change vs previous 13F -7,766 shares

    0.04% of the 13F portfolio, value $465,503.

    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 10,001 shares
    Change vs previous 13F +7,146 shares

    0.19% of the 13F portfolio, value $1,924,925.

    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 2,855 shares
    Change vs previous 13F -93,529 shares

    0.05% of the 13F portfolio, value $468,021.

    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 96,384 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $16,757,323.

    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).