Filer Snapshot

Transform Wealth, LLC

CIK 0001682266. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

38

Latest filing

15 Apr 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

POWL

$277.28M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 15 Apr 2025 for CIK 0001682266.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$1.65B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$1.65B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
POWL AAPL SGOV MSFT NVDA
+15 moreAGG AMZN AVGO IVW JPM SCHB GOOGL VOO IVE XLF GS WMT ABBV XOM IAU

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

POWL AAPL SGOV MSFT NVDA AGG AMZN AVGO
+12 moreIVW JPM SCHB GOOGL VOO IVE XLF GS WMT ABBV XOM IAU
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, CO, 80111
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
CO
Fiscal year end
03 December
Former names on EDGAR
Carnick & Kubik Group, LLC (to 24 Oct 2019)

Filer intelligence

What SEC filings say about Transform Wealth, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.65B across 242 reported holdings for Q1 2025.
  • Largest parsed 13F holding: POWL at $277.28M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 242 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2025 - 15 Apr 2025

Top 5 concentration

30%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$491.05M

Compared with $1.65B total 13F value.

Top 5 net change

-$271.9K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: FLTR ยท Largest trim: SPY

POWL AAPL SGOV MSFT NVDA Other holdings

POWL

16.8%

Powell Inds Inc

$277.28M

AAPL

3.9%

Apple Inc

$64.77M

SGOV

3.7%

Ishares Tr

$60.56M

MSFT

3.4%

Microsoft Corp

$56.65M

NVDA

1.9%

Nvidia Corporation

$31.79M

Latest update

What changed recently for Transform Wealth, LLC

New filing available

Latest 13F period: Q1 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Apr 2025

Page type

Filer profile

Latest period

Q1 2025

Institutional portfolio context was refreshed from a 13F filing filed on 15 Apr 2025.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Transform Wealth, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2025. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001682266 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
38
First seen
14 Sep 2016
Latest filing
15 Apr 2025
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Transform Wealth, LLC SEC filings Transform Wealth, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 38 SEC filings for Transform Wealth, LLC.

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13F-HR

13F-HR filing

Filing date
15 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
17 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
16 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
16 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
26 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
18 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
11 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
21 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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