Transamerica Financial Advisors, LLC: BWZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transamerica Financial Advisors, LLC on BWZ, newest first. How the timeline and the estimate are built.
Transamerica Financial Advisors, LLC held 314 BWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 314 sharesChange vs previous 13F -403 shares
<0.01% of the 13F portfolio, value $8,413.
13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 717 sharesChange vs previous 13F -33,049 shares
<0.01% of the 13F portfolio, value $19,312.
13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,766 sharesChange vs previous 13F -1,924 shares
0.08% of the 13F portfolio, value $925,522.
13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,690 sharesChange vs previous 13F -546 shares
0.08% of the 13F portfolio, value $992,873.
13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,236 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,017,117.
13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).