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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

SHOP holding history

Shopify Inc. 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.

SHOP overviewAll 13F holders of SHOPFull Q1 2025 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2021
Holdings of SHOP by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−174−100.0%Sold outHolders
Q4 2021174$240.0K<0.1%00.0%UnchangedHolders
Q3 2021174$236.0K<0.1%−6−3.3%ReducedHolders
Q2 2021180$263.0K<0.1%+180NewHolders