Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
BR holding history
Broadridge Financial Solutions, 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.
BR overviewAll 13F holders of BRFull Q1 2025 holdings
- Shares (Q1 2025)
- 42,086
- Value
- $10.2M
- % of portfolio
- 0.6%
- Quarters held
- 7
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 42,086 | $10.2M | 0.6% | +636+1.5% | Added | Holders |
| Q4 2024 | 41,450 | $9.41M | 0.5% | +1,098+2.7% | Added | Holders |
| Q3 2024 | 40,352 | $8.71M | 0.6% | +618+1.6% | Added | Holders |
| Q2 2024 | 39,734 | $7.86M | 0.6% | +636+1.6% | Added | Holders |
| Q1 2024 | 39,098 | $8.04M | 0.8% | +2,290+6.2% | Added | Holders |
| Q4 2023 | 36,808 | $7.60M | 0.7% | +1,117+3.1% | Added | Holders |
| Q3 2023 | 35,691 | $6.42M | 0.7% | +35,691 | New | Holders |