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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

JBL holding history

Jabil 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.

JBL overviewAll 13F holders of JBLFull Q1 2025 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of JBL by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−10,199−100.0%Sold outHolders
Q2 202410,199$1.11M0.1%−78,888−88.6%ReducedHolders
Q1 202489,087$11.9M1.1%+6,731+8.2%AddedHolders
Q4 202382,356$10.5M1.0%+4,534+5.8%AddedHolders
Q3 202377,822$9.87M1.0%+2,557+3.4%AddedHolders
Q2 202375,265$8.12M0.7%+75,265NewHolders