Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

OC holding history

Owens Corning 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of OC by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−47,510−100.0%	Sold out	Holders
Q4 2024	47,510	$8.09M	0.4%	+3,196+7.2%	Added	Holders
Q3 2024	44,314	$7.82M	0.5%	+44,314	New	Holders