Transform Wealth, LLC SEC EDGAR Filings (CIK 0001682266)

SEC EDGAR filings, ownership reports, and insider transactions for Transform Wealth, LLC.

Business address
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, CO, 80111
Top securities (13F)
POWL, AAPL, SGOV, MSFT, NVDA, AGG, AMZN, AVGO, IVW, JPM, SCHB, GOOGL, VOO, IVE, XLF, GS, WMT, ABBV, XOM, and IAU
State of incorporation
CO
Fiscal year end
03 December
Former names
Carnick & Kubik Group, LLC (to 24 Oct 2019)
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Transform Wealth, LLC has filed 74 SEC EDGAR filings since 14 Sep 2016

Latest Filings

Recent SEC filings for Transform Wealth, LLC including 13F-HR, N-PX, SC 13G/A and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2025 31 Mar 2025 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2025 31 Dec 2024 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2024 30 Sep 2024 028-17533
N-PX Open N-PX document View SEC filing for N-PX 08 Oct 2024 30 Jun 2024 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2024 30 Jun 2024 028-17533
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 01 May 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2024 31 Mar 2024 028-17533
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 27 Feb 2024 31 Dec 2023 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jan 2024 31 Dec 2023 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Oct 2023 30 Sep 2023 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2023 30 Jun 2023 028-17533
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 01 May 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2023 31 Mar 2023 028-17533
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 04 Apr 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 02 Mar 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 02 Feb 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 02 Feb 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2023 31 Dec 2022 028-17533
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 05 Dec 2022
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2022 30 Sep 2022 028-17533
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 04 Oct 2022
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 03 Oct 2022
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2022 30 Jun 2022 028-17533
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 02 Jun 2022
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 02 Jun 2022
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2022 31 Mar 2022 028-17533
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 09 Mar 2022
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 09 Mar 2022
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2022 31 Dec 2021 028-17533
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 28 Oct 2021 30 Sep 2021 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2021 30 Sep 2021 028-17533
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 02 Sep 2021
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 04 Aug 2021
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 04 Aug 2021
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2021 30 Jun 2021 028-17533
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 07 Jul 2021
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 07 Jul 2021
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 03 May 2021
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 03 May 2021
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Apr 2021 31 Mar 2021 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2021 31 Dec 2020 028-17533
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 06 Jan 2021
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 06 Jan 2021
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 06 Jan 2021
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2020 30 Sep 2020 028-17533
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 02 Oct 2020
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 02 Oct 2020
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 02 Oct 2020
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 02 Oct 2020
SC 13G Open SC 13G document View SEC filing for SC 13G TRANSFORM WEALTH, LLC 04 Sep 2020
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 04 Sep 2020
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A TRANSFORM WEALTH, LLC 06 Aug 2020
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MARK RILEY 03 Aug 2020
SC 13G Open SC 13G document View SEC filing for SC 13G MARK RILEY 31 Jul 2020
SC 13G Open SC 13G document View SEC filing for SC 13G MARK RILEY 31 Jul 2020
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2020 30 Jun 2020 028-17533
SC 13G Open SC 13G document View SEC filing for SC 13G 07 Jul 2020
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A MARK RILEY 08 Jun 2020
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2020 31 Mar 2020 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2020 31 Dec 2019 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2019 30 Sep 2019 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2019 30 Jun 2019 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2019 31 Mar 2019 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2019 31 Dec 2018 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2018 30 Sep 2018 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2018 30 Jun 2018 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2018 31 Mar 2018 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2018 31 Dec 2017 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2017 30 Sep 2017 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2017 30 Jun 2017 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2017 31 Mar 2017 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2017 31 Dec 2016 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2016 30 Sep 2016 028-17533
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Sep 2016 30 Jun 2016 028-17533

About this filer

Transform Wealth, LLC files with the SEC under CIK 0001682266. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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