Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

CF holding history

CF Industries Holdings, 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.

CF overview All 13F holders of CF Full Q1 2025 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of CF by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−44,786−100.0%	Sold out	Holders
Q1 2023	44,786	$3.25M	0.3%	+5,339+13.5%	Added	Holders
Q4 2022	39,447	$3.36M	0.4%	+1,538+4.1%	Added	Holders
Q3 2022	37,909	$3.65M	0.5%	+37,909	New	Holders