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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

CMG holding history

Chipotle Mexican Grill 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.

CMG overviewAll 13F holders of CMGFull Q1 2025 holdings

Shares (Q1 2025)
7,050
Value
$354.0K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of CMG by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20257,050$354.0K<0.1%−2,182−23.6%ReducedHolders
Q4 20249,232$556.7K<0.1%−295−3.1%ReducedHolders
Q3 20249,527$548.9K<0.1%00.0%UnchangedHolders
Q2 20249,527$596.8K<0.1%−273−2.8%ReducedConverted for a 50-for-1 splitHolders
Q1 2024196$568.4K0.1%−17−8.0%ReducedHolders
Q4 2023213$486.1K<0.1%−23−9.7%ReducedHolders
Q3 2023236$431.5K<0.1%+4+1.7%AddedHolders
Q2 2023232$497.0K<0.1%+62+36.5%AddedHolders
Q1 2023170$291.0K<0.1%−11−6.1%ReducedHolders
Q4 2022181$251.1K<0.1%−10−5.2%ReducedHolders
Q3 2022191$287.0K<0.1%−10−5.0%ReducedHolders
Q2 2022201$263.0K<0.1%−49−19.6%ReducedHolders
Q1 2022250$395.0K<0.1%+5+2.0%AddedHolders
Q4 2021245$428.0K<0.1%00.0%UnchangedHolders
Q3 2021245$445.0K0.1%−19−7.2%ReducedHolders
Q2 2021264$409.0K<0.1%+77+41.2%AddedHolders
Q1 2021187$266.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.