Transform Wealth, LLC

Q3 2021 13F Holdings Report, Restatement, Stock Holdings

Signature - Title: Mark J. Riley - CCO
Location: Greenwood Village, CO
Holdings as of: September 30, 2021
Value $: $872M
Num holdings: 223
Date filed: 10/28/2021, 03:39 PM
Form type: 13F-HR/A-1 - Restatement
Description: All US holdings of this investor are reported in this report. Top holdings included POWL, MSFT, AAPL, PJUL, and IVE.
Previous filing: Q2 2021 - Jul 20, 2021
Next filing: Q4 2021 - Jan 26, 2022
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal
Loading...

Showing 0 to 0 of 0 entries

Filing 2021 Q3 - Restatement compared to 2021 Q2 by default.

Compare Q3 2021 to

* 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.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Mark J. Riley	CCO	Greenwood Village, Colorado	10/28/2021