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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

DE holding history

Deere & Co 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.

DE overviewAll 13F holders of DEFull Q1 2025 holdings

Shares (Q1 2025)
941
Value
$443.0K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of DE by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025941$443.0K<0.1%−251−21.1%ReducedHolders
Q4 20241,192$506.8K<0.1%−352−22.8%ReducedHolders
Q3 20241,544$646.5K<0.1%−6,975−81.9%ReducedHolders
Q2 20248,519$3.20M0.2%−573−6.3%ReducedHolders
Q1 20249,092$3.75M0.4%−13,860−60.4%ReducedHolders
Q4 202322,952$9.21M0.9%−28−0.1%ReducedHolders
Q3 202322,980$8.70M0.9%+726+3.3%AddedHolders
Q2 202322,254$9.04M0.8%−201−0.9%ReducedHolders
Q1 202322,455$9.30M0.9%+295+1.3%AddedHolders
Q4 202222,160$9.53M1.1%−382−1.7%ReducedHolders
Q3 202222,542$7.55M1.0%−135−0.6%ReducedHolders
Q2 202222,677$6.82M1.0%−4,708−17.2%ReducedHolders
Q1 202227,385$11.4M1.3%−188−0.7%ReducedHolders
Q4 202127,573$9.46M1.0%−764−2.7%ReducedHolders
Q3 202128,337$9.49M1.1%−379−1.3%ReducedHolders
Q2 202128,716$10.1M1.2%+11,901+70.8%AddedHolders
Q1 202116,815$6.29M1.3%––Holders

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