Transform Wealth, LLC
Q2 2021 13F Holdings
Location
Greenwood Village, CO
Holdings as of
6/30/2021
Value ($000)
$818,969
Num holdings
224
Date filed
7/19/2021
Form type
13F-HR
Prev filing
4/21/2021
Next filing
10/28/2021
SEC
View on sec.gov
Compare Q2 2021 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4 - RESTATEMENT
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3 - RESTATEMENT
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type