Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
CB holding history
Chubb Ltd 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.
CB overviewAll 13F holders of CBFull Q1 2025 holdings
- Shares (Q1 2025)
- 40,844
- Value
- $12.4M
- % of portfolio
- 0.7%
- Quarters held
- 13
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 40,844 | $12.4M | 0.7% | +295+0.7% | Added | Holders |
| Q4 2024 | 40,549 | $11.2M | 0.6% | +4,513+12.5% | Added | Holders |
| Q3 2024 | 36,036 | $10.4M | 0.7% | +594+1.7% | Added | Holders |
| Q2 2024 | 35,442 | $9.07M | 0.7% | +637+1.8% | Added | Holders |
| Q1 2024 | 34,805 | $9.05M | 0.9% | +1,427+4.3% | Added | Holders |
| Q4 2023 | 33,378 | $7.57M | 0.7% | +7,835+30.7% | Added | Holders |
| Q3 2023 | 25,543 | $5.34M | 0.6% | −10,108−28.4% | Reduced | Holders |
| Q2 2023 | 35,651 | $6.90M | 0.6% | +44+0.1% | Added | Holders |
| Q1 2023 | 35,607 | $6.94M | 0.7% | +52+0.1% | Added | Holders |
| Q4 2022 | 35,555 | $7.87M | 0.9% | +1,078+3.1% | Added | Holders |
| Q3 2022 | 34,477 | $6.30M | 0.8% | +1,580+4.8% | Added | Holders |
| Q2 2022 | 32,897 | $6.49M | 1.0% | +1,033+3.2% | Added | Holders |
| Q1 2022 | 31,864 | $6.82M | 0.8% | +31,864 | New | Holders |