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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

SNA holding history

Snap-on 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.

SNA overviewAll 13F holders of SNAFull Q1 2025 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of SNA by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−1,761−100.0%Sold outHolders
Q2 20221,761$347.0K0.1%−93−5.0%ReducedHolders
Q1 20221,854$381.0K<0.1%+80+4.5%AddedHolders
Q4 20211,774$382.0K<0.1%−206−10.4%ReducedHolders
Q3 20211,980$414.0K<0.1%−166−7.7%ReducedHolders
Q2 20212,146$480.0K0.1%+10+0.5%AddedHolders
Q1 20212,136$493.0K0.1%––Holders

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