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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

TAP holding history

Molson Coors Beverage Co 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.

TAP overviewAll 13F holders of TAPFull Q1 2025 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2023
Holdings of TAP by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−88,326−100.0%Sold outHolders
Q1 202488,326$5.94M0.6%+2,630+3.1%AddedHolders
Q4 202385,696$5.25M0.5%−1,629−1.9%ReducedHolders
Q3 202387,325$5.55M0.6%+5,469+6.7%AddedHolders
Q2 202381,856$5.39M0.5%+81,856NewHolders