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

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