Info
13F

Transform Wealth, LLC

Entity: Company
Business address: 6400 S. Fiddlers Green Circle, Suite 1600, 80111 Greenwood Village, CO
Phone: 3037412560
State of incorporation: CO
Fiscal year end: December 3
Former names: Carnick & Kubik Group, LLC (to 10/24/2019)
Signature 13F: Mark J. Riley - CCO
All SEC filings: View on sec.gov

Transform Wealth, LLC has filed 74 SEC EDGAR filings since 9/14/2016

Latest Filings

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open Document	Open Filing		Apr 15, 2025	Mar 31, 2025	028-17533
13F-HR	Open Document	Open Filing		Jan 17, 2025	Dec 31, 2024	028-17533
13F-HR	Open Document	Open Filing		Oct 16, 2024	Sep 30, 2024	028-17533
N-PX	Open Document	Open Filing		Oct 8, 2024	Jun 30, 2024	028-17533
13F-HR	Open Document	Open Filing		Jul 15, 2024	Jun 30, 2024	028-17533
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	May 1, 2024
13F-HR	Open Document	Open Filing		Apr 16, 2024	Mar 31, 2024	028-17533
13F-HR/A	Open Document	Open Filing		Feb 27, 2024	Dec 31, 2023	028-17533
13F-HR	Open Document	Open Filing		Jan 18, 2024	Dec 31, 2023	028-17533
13F-HR	Open Document	Open Filing		Oct 11, 2023	Sep 30, 2023	028-17533
13F-HR	Open Document	Open Filing		Jul 14, 2023	Jun 30, 2023	028-17533
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	May 1, 2023
13F-HR	Open Document	Open Filing		Apr 14, 2023	Mar 31, 2023	028-17533
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Apr 4, 2023
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Mar 2, 2023
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Feb 2, 2023
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Feb 2, 2023
13F-HR	Open Document	Open Filing		Jan 13, 2023	Dec 31, 2022	028-17533
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Dec 5, 2022
13F-HR	Open Document	Open Filing		Oct 21, 2022	Sep 30, 2022	028-17533
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Oct 4, 2022
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Oct 3, 2022
13F-HR	Open Document	Open Filing		Jul 15, 2022	Jun 30, 2022	028-17533
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Jun 2, 2022
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Jun 2, 2022
13F-HR	Open Document	Open Filing		Apr 25, 2022	Mar 31, 2022	028-17533
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Mar 9, 2022
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Mar 9, 2022
13F-HR	Open Document	Open Filing		Jan 26, 2022	Dec 31, 2021	028-17533
13F-HR/A	Open Document	Open Filing		Oct 28, 2021	Sep 30, 2021	028-17533
13F-HR	Open Document	Open Filing		Oct 15, 2021	Sep 30, 2021	028-17533
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Sep 2, 2021
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Aug 4, 2021
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Aug 4, 2021
13F-HR	Open Document	Open Filing		Jul 20, 2021	Jun 30, 2021	028-17533
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Jul 7, 2021
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Jul 7, 2021
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	May 3, 2021
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	May 3, 2021
13F-HR	Open Document	Open Filing		Apr 22, 2021	Mar 31, 2021	028-17533
13F-HR	Open Document	Open Filing		Jan 20, 2021	Dec 31, 2020	028-17533
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Jan 6, 2021
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Jan 6, 2021
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Jan 6, 2021
13F-HR	Open Document	Open Filing		Oct 21, 2020	Sep 30, 2020	028-17533
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Oct 2, 2020
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Oct 2, 2020
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Oct 2, 2020
SC 13G/A	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Oct 2, 2020
SC 13G	Open Document	Open Filing	TRANSFORM WEALTH, LLC	Sep 4, 2020

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