Transform Wealth, LLC

Business address
6400 S. Fiddlers Green Circle, Suite 1600, 80111 Greenwood Village, CO
State of incorporation
CO
Fiscal year end
December 3
Former names
Carnick & Kubik Group, LLC (to 10/24/2019)
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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
SC 13G/A Open Document Open Filing TRANSFORM WEALTH, LLC Sep 4, 2020
SC 13G/A Open Document Open Filing TRANSFORM WEALTH, LLC Aug 6, 2020
SC 13G/A Open Document Open Filing MARK RILEY Aug 3, 2020
SC 13G Open Document Open Filing MARK RILEY Jul 31, 2020
SC 13G Open Document Open Filing MARK RILEY Jul 31, 2020
13F-HR Open Document Open Filing Jul 22, 2020 Jun 30, 2020 028-17533
SC 13G Open Document Open Filing Jul 7, 2020
SC 13G/A Open Document Open Filing MARK RILEY Jun 8, 2020
13F-HR Open Document Open Filing Apr 30, 2020 Mar 31, 2020 028-17533
13F-HR Open Document Open Filing Jan 24, 2020 Dec 31, 2019 028-17533
13F-HR Open Document Open Filing Oct 24, 2019 Sep 30, 2019 028-17533
13F-HR Open Document Open Filing Jul 30, 2019 Jun 30, 2019 028-17533
13F-HR Open Document Open Filing Apr 12, 2019 Mar 31, 2019 028-17533
13F-HR Open Document Open Filing Jan 30, 2019 Dec 31, 2018 028-17533
13F-HR Open Document Open Filing Oct 25, 2018 Sep 30, 2018 028-17533
13F-HR Open Document Open Filing Aug 3, 2018 Jun 30, 2018 028-17533
13F-HR Open Document Open Filing May 3, 2018 Mar 31, 2018 028-17533
13F-HR Open Document Open Filing Feb 8, 2018 Dec 31, 2017 028-17533
13F-HR Open Document Open Filing Oct 19, 2017 Sep 30, 2017 028-17533
13F-HR Open Document Open Filing Aug 2, 2017 Jun 30, 2017 028-17533
13F-HR Open Document Open Filing May 4, 2017 Mar 31, 2017 028-17533
13F-HR Open Document Open Filing Feb 13, 2017 Dec 31, 2016 028-17533
13F-HR Open Document Open Filing Nov 7, 2016 Sep 30, 2016 028-17533
13F-HR Open Document Open Filing Sep 14, 2016 Jun 30, 2016 028-17533