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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

VZ holding history

Verizon Communications 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.

VZ overviewAll 13F holders of VZFull 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 VZ by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−7,506−100.0%Sold outHolders
Q2 20227,506$381.0K0.1%−1,289−14.7%ReducedHolders
Q1 20228,795$448.0K0.1%−1,672−16.0%ReducedHolders
Q4 202110,467$544.0K0.1%−34,205−76.6%ReducedHolders
Q3 202144,672$2.41M0.3%−4,333−8.8%ReducedHolders
Q2 202149,005$2.75M0.3%−24,670−33.5%ReducedHolders
Q1 202173,675$4.28M0.9%––Holders

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