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Transamerica Financial Advisors, LLC: PUI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transamerica Financial Advisors, LLC on PUI, newest first. How the timeline and the estimate are built.

Transamerica Financial Advisors, LLC held 267,604 PUI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,604 shares
    Change vs previous 13F +267,062 shares

    1.08% of the 13F portfolio, value $12,726,164.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 542 shares
    Change vs previous 13F -587 shares

    <0.01% of the 13F portfolio, value $25,503.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,129 shares
    Change vs previous 13F -181 shares

    <0.01% of the 13F portfolio, value $49,202.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,310 shares
    Change vs previous 13F -328,692 shares

    <0.01% of the 13F portfolio, value $60,158.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 330,002 shares
    Change vs previous 13F +329,738 shares

    1.3% of the 13F portfolio, value $13,803,950.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 264 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 264 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $11,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).