Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

WSM holding history

Williams Sonoma 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.

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

Shares (Q1 2025): 15,205
Value: $2.40M
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2024

Holdings of WSM by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	15,205	$2.40M	0.1%	+746+5.2%	Added	Holders
Q4 2024	14,459	$2.68M	0.1%	+446+3.2%	Added	Holders
Q3 2024	14,013	$2.17M	0.1%	+14,013	New	Holders