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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

FANG holding history

Diamondback Energy, 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.

FANG overviewAll 13F holders of FANGFull Q1 2025 holdings

Shares (Q1 2025)
3,284
Value
$525.1K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of FANG by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20253,284$525.1K<0.1%−521−13.7%ReducedHolders
Q4 20243,805$623.4K<0.1%+1,756+85.7%AddedHolders
Q3 20242,049$353.2K<0.1%−135−6.2%ReducedHolders
Q2 20242,184$437.1K<0.1%−173−7.3%ReducedHolders
Q1 20242,357$467.0K<0.1%+95+4.2%AddedHolders
Q4 20232,262$350.8K<0.1%−636−21.9%ReducedHolders
Q3 20232,898$448.8K<0.1%−72−2.4%ReducedHolders
Q2 20232,970$390.2K<0.1%+5+0.2%AddedHolders
Q1 20232,965$400.8K<0.1%−8,570−74.3%ReducedHolders
Q4 202211,535$1.58M0.2%−1,616−12.3%ReducedHolders
Q3 202213,151$1.58M0.2%−31,346−70.4%ReducedHolders
Q2 202244,497$5.39M0.8%+5,408+13.8%AddedHolders
Q1 202239,089$5.36M0.6%−34,179−46.6%ReducedHolders
Q4 202173,268$7.90M0.8%−2,209−2.9%ReducedHolders
Q3 202175,477$7.14M0.8%+1,205+1.6%AddedHolders
Q2 202174,272$6.97M0.9%+30,903+71.3%AddedHolders
Q1 202143,369$3.19M0.6%––Holders

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