Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

SW holding history

Smurfit Westrock plc 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.

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

Shares (Q1 2025): 27,275
Value: $1.23M
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2024

Holdings of SW by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	27,275	$1.23M	0.1%	−975−3.5%	Reduced	Holders
Q4 2024	28,250	$1.52M	0.1%	−562−2.0%	Reduced	Holders
Q3 2024	28,812	$1.42M	0.1%	+28,812	New	Holders