Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

INFO holding history

IHS Markit Ltd. 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.

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

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of INFO by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−1,605−100.0%	Sold out	Holders
Q4 2021	1,605	$213.0K	<0.1%	−119−6.9%	Reduced	Holders
Q3 2021	1,724	$201.0K	<0.1%	−176−9.3%	Reduced	Holders
Q2 2021	1,900	$214.0K	<0.1%	+1,900	New	Holders