Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
ADX holding history
Adams Diversified Equity Fund, Inc. in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ADX overviewAll 13F holders of ADXFull Q1 2025 holdings
- Shares (Q1 2025)
- 21,577
- Value
- $409.7K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 21,577 | $409.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 21,577 | $435.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 21,577 | $465.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 21,577 | $463.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 21,577 | $421.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 21,577 | $382.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 21,577 | $359.0K | <0.1% | −29,743−58.0% | Reduced | Holders |
| Q2 2023 | 51,320 | $862.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 51,320 | $798.0K | 0.1% | +51,320 | New | Holders |