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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

MMM holding history

3M 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.

MMM overviewAll 13F holders of MMMFull Q1 2025 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of MMM by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−3,788−100.0%Sold outHolders
Q3 20233,788$354.6K<0.1%−3,412−47.4%ReducedHolders
Q2 20237,200$720.6K0.1%−18−0.2%ReducedHolders
Q1 20237,218$758.6K0.1%+2,913+67.7%AddedHolders
Q4 20224,305$516.3K0.1%+4,305NewHolders
Q2 20220$00.0%−1,393−100.0%Sold outHolders
Q1 20221,393$207.0K<0.1%−150−9.7%ReducedHolders
Q4 20211,543$274.0K<0.1%00.0%UnchangedHolders
Q3 20211,543$271.0K<0.1%−24−1.5%ReducedHolders
Q2 20211,567$311.0K<0.1%+1,567NewHolders