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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

W holding history

Wayfair 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.

W overviewAll 13F holders of WFull Q1 2025 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2021
Holdings of W by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−3,355−100.0%Sold outHolders
Q1 20223,355$372.0K<0.1%+250+8.1%AddedHolders
Q4 20213,105$590.0K0.1%+850+37.7%AddedHolders
Q3 20212,255$576.0K0.1%+875+63.4%AddedHolders
Q2 20211,380$436.0K0.1%+1,380NewHolders