Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

UL holding history

Unilever 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of UL by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−101,315−100.0%	Sold out	Holders
Q4 2023	101,315	$4.91M	0.5%	−4,084−3.9%	Reduced	Holders
Q3 2023	105,399	$5.21M	0.5%	+5,193+5.2%	Added	Holders
Q2 2023	100,206	$5.22M	0.5%	+100,206	New	Holders