Quick Takeaways
- Transform Wealth, LLC reported 13f holdings report, stock holdings for Q2 2020.
- Reported holdings value: $583,814,000.
- 224 holdings are listed in this filing snapshot.
Transform Wealth, LLC
Q2 2020 13F Holdings Report, Stock Holdings
- Signature - Title
- Mark J. Riley - CCO
- Location
- Greenwood Village, CO
- Holdings as of
- 30 Jun 2020
- Value $
- $583,814,000
- Num holdings
- 224
- Filing time
- 22 Jul 2020, 16:47:29 UTC
- Form type
- 13F-HR
- Description
- All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, PJUN, IAU, and IVE.
- Previous filing
- Q1 2020 - 30 Apr 2020
- Next filing
- Q3 2020 - 21 Oct 2020
- SEC
- View on sec.gov
Transform Wealth, LLC Q2 2020 Portfolio
Quoteable Key Fact
"Transform Wealth, LLC reported $583,814,000 across 224 holdings in Q2 2020."
What Changed
- Previous comparable filing: Q1 2020.
- Value moved from $469,008,000 to $583,814,000.
Why This Matters
- This filing-level page explains what the portfolio report tells you before the holdings table.
- You can cite quarter, value, and filing timestamp directly from SEC-linked data.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio-level numbers on this page come from the original SEC Form 13F filing.
| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
Filing 2020 Q2 compared to 2020 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Mark J. Riley | CCO | Colorado Springs, Colorado | 22 Jul 2020 |