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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

OGCP holding history

Empire State Realty OP, L.P. 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.

OGCP overviewAll 13F holders of OGCPFull Q1 2025 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of OGCP by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−31,546−100.0%Sold outHolders
Q3 202431,546$347.0K<0.1%00.0%UnchangedHolders
Q2 202431,546$276.7K<0.1%00.0%UnchangedHolders
Q1 202431,546$320.2K<0.1%00.0%UnchangedHolders
Q4 202331,546$292.4K<0.1%00.0%UnchangedHolders
Q3 202331,546$252.4K<0.1%00.0%UnchangedHolders
Q2 202331,546$217.0K<0.1%00.0%UnchangedHolders
Q1 202331,546$223.6K<0.1%00.0%UnchangedHolders
Q4 202231,546$208.2K<0.1%00.0%UnchangedHolders
Q3 202231,546$191.0K<0.1%00.0%UnchangedHolders
Q2 202231,546$209.0K<0.1%−10,737−25.4%ReducedHolders
Q1 202242,283$401.0K<0.1%00.0%UnchangedHolders
Q4 202142,283$375.0K<0.1%00.0%UnchangedHolders
Q3 202142,283$429.0K<0.1%00.0%UnchangedHolders
Q2 202142,283$442.0K0.1%00.0%UnchangedHolders
Q1 202142,283$471.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.