13D/13G Filings - Transform Wealth LLC

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
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Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2024-05-01
5:33 pm
Sale
2022-10-0513GInnovator S&P 500 Power Buffer ETF - October
POCT
Transform Wealth LLC0
0.000%
-449,638decrease
(Position Closed)
Filing
History
2023-05-01
4:15 pm
Sale
2023-05-0113GInnovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC619,636
2.960%
-504,288decrease
(-44.87%)
Filing
History
2023-04-04
4:23 pm
Purchase
2023-04-1013GInnovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC1,123,924
5.190%
1,059,181increase
(+1635.98%)
Filing
History
2023-03-02
3:12 pm
Sale
2023-03-0213GInnovator S&P 500 Power Buffer ETF - March
PMAR
Transform Wealth LLC8,512
0.120%
-1,015,998decrease
(-99.17%)
Filing
History
2023-02-02
11:02 am
Sale
2023-02-0213GCore Alternative ETF
CCOR
Transform Wealth LLC46,498
0.260%
-798,131decrease
(-94.49%)
Filing
History
2023-02-01
6:30 pm
Purchase
2023-02-0213GInnovator S&P 500 Power Buffer ETF - March
PMAR
Transform Wealth LLC1,024,510
13.050%
493,218increase
(+92.83%)
Filing
History
2022-12-02
5:34 pm
Purchase
2022-12-0913GInnovator S&P 500 Power Buffer ETF - March
PMAR
Transform Wealth LLC531,292
6.990%
531,292increase
(New Position)
Filing
History
2022-10-04
09:56 am
Purchase
2022-09-3013GCore Alternative ETF
CCOR
Transform Wealth LLC844,629
5.430%
844,629increase
(New Position)
Filing
History
2022-10-03
4:06 pm
Sale
2022-09-3013GInnovator S&P 500 Power Buffer ETF - October
POCT
Transform Wealth LLC449,638
5.200%
-775,314decrease
(-63.29%)
Filing
History
2022-06-02
3:38 pm
Purchase
2022-06-1013GInnovator S&P 500 Power Buffer ETF - October
POCT
Transform Wealth LLC1,224,952
15.410%
1,224,952increase
(New Position)
Filing
History
2022-06-02
2:24 pm
Sale
2022-06-1013GInnovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC64,743
0.790%
-1,014,668decrease
(-94.00%)
Filing
History
2022-03-09
5:30 pm
Sale
2022-02-1013GInnovator S&P 500 Power Buffer ETF — July
PJUL
Transform Wealth LLC0
0.000%
-970,915decrease
(Position Closed)
Filing
History
2022-03-09
1:03 pm
Purchase
2022-03-1013GInnovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC1,079,411
11.830%
1,075,325increase
(+26317.30%)
Filing
History
2021-09-01
6:28 pm
Purchase
2021-09-1013GInnovator S&P 500 Power Buffer ETF — July
PJUL
Transform Wealth LLC970,915
11.100%
40,851increase
(+4.39%)
Filing
History
2021-08-04
2:12 pm
Purchase
2021-08-1013GInnovator S&P 500 Power Buffer ETF — July
PJUL
Transform Wealth LLC930,064
10.820%
930,064increase
(New Position)
Filing
History
2021-08-04
1:52 pm
Sale
2021-08-1013GInnovator S&P 500 Power Buffer ETF - New
PJUN
Transform Wealth LLC11,602
0.230%
-875,449decrease
(-98.69%)
Filing
History
2021-07-07
1:54 pm
Purchase
2021-07-1013GInnovator S&P 500 Power Buffer ETF - New
PJUN
Transform Wealth LLC887,051
15.100%
887,051increase
(New Position)
Filing
History
2021-07-06
7:19 pm
Sale
2021-07-1013GInnovator S&P 500 Power Buffer ETF - April New
PAPR
Transform Wealth LLC47,138
0.520%
-964,247decrease
(-95.34%)
Filing
History
2021-05-03
2:49 pm
Purchase
2021-05-1013GInnovator S&P 500 Power Buffer ETF - April New
PAPR
Transform Wealth LLC1,011,385
10.270%
1,011,385increase
(New Position)
Filing
History
2021-05-03
12:28 pm
Sale
2021-05-1013GInnovator U.S. Equity Power Buffer ETF - December
PDEC
Transform Wealth LLC13,836
0.260%
-856,585decrease
(-98.41%)
Filing
History
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