Skip to main content

Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

FOCS holding history

Focus Financial Partners 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.

FOCS overviewAll 13F holders of FOCSFull Q1 2025 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2021
Holdings of FOCS by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−3,973−100.0%Sold outHolders
Q4 20213,973$237.0K<0.1%−25−0.6%ReducedHolders
Q3 20213,998$209.0K<0.1%+3,998NewHolders