Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

WIA holding history

Western Asset Inflation-Linked Income Fund 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of WIA by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−11,200−100.0%	Sold out	Holders
Q2 2023	11,200	$92.5K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	11,200	$96.9K	<0.1%	+11,200	New	Holders