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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

NVDA holding history

NVIDIA Corp 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.

NVDA overviewAll 13F holders of NVDAFull Q1 2025 holdings

Shares (Q1 2025)
293,259
Value
$31.8M
% of portfolio
1.9%
Quarters held
12
Since Q4 2021
Holdings of NVDA by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025293,259$31.8M1.9%+2,710+0.9%AddedHolders
Q4 2024290,549$39.0M2.2%+40,092+16.0%AddedHolders
Q3 2024250,457$30.4M2.0%+71,534+40.0%AddedHolders
Q2 2024178,923$22.1M1.7%+8,113+4.7%AddedConverted for a 10-for-1 splitHolders
Q1 202417,081$15.4M1.5%+1,074+6.7%AddedHolders
Q4 202316,007$7.93M0.8%+10,457+188.4%AddedHolders
Q3 20235,550$2.41M0.3%−6,565−54.2%ReducedHolders
Q2 202312,115$5.12M0.5%−678−5.3%ReducedHolders
Q1 202312,793$3.55M0.3%+6,187+93.7%AddedHolders
Q4 20226,606$965.4K0.1%+6,606NewHolders
Q2 20220$00.0%−21,456−100.0%Sold outHolders
Q1 202221,456$5.86M0.7%+20,646+2,548.9%AddedHolders
Q4 2021810$238.0K<0.1%+810NewHolders