Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

OLED holding history

Universal Display 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.

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

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of OLED by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−1,529−100.0%	Sold out	Holders
Q3 2021	1,529	$261.0K	<0.1%	−15,305−90.9%	Reduced	Holders
Q2 2021	16,834	$3.74M	0.5%	+8,116+93.1%	Added	Holders
Q1 2021	8,718	$2.06M	0.4%	–	–	Holders

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