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Disclosery

Transform Wealth, LLC: XLV position timeline

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

Transform Wealth, LLC held 5,150 XLV 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 5,150 shares
    Change vs previous 13F -2,214 shares

    0.05% of the 13F portfolio, value $751,952.

    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 7,364 shares
    Change vs previous 13F -377 shares

    0.06% of the 13F portfolio, value $1,013,066.

    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 7,741 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $1,192,269.

    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 7,766 shares
    Change vs previous 13F -11,348 shares

    0.08% of the 13F portfolio, value $1,131,895.

    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 19,114 shares
    Change vs previous 13F +2,374 shares

    0.27% of the 13F portfolio, value $2,823,712.

    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 16,740 shares
    Change vs previous 13F -2,064 shares

    0.22% of the 13F portfolio, value $2,283,002.

    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 18,804 shares
    Change vs previous 13F +2,311 shares

    0.26% of the 13F portfolio, value $2,420,827.

    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 16,493 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,189,116.

    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).