13D/13G Filings - Transform Wealth LLC

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
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Reported
DateTime
Transaction
Date
Type Company
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev Report View
2021-01-06
3:33 pm
Sale
2021-01-10 13G Innovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC 4,086
0.000%
-896,558decrease
(-99.55%)
Filing
History
2021-01-06
1:29 pm
Sale
2021-01-10 13G FT Cboe Vest U.S. Equity Buffer ETF - August
FAUG
Transform Wealth LLC 0
0.000%
-182,897decrease
(Position Closed)
Filing
History
2021-01-06
1:19 pm
Purchase
2021-01-10 13G Innovator U.S. Equity Power Buffer ETF - December
PDEC
Transform Wealth LLC 870,421
11.880%
870,421increase
(New Position)
Filing
History
2020-10-02
09:44 am
Sale
2020-10-09 13G Innovator S&P 500 Power Buffer ETF - New
PJUN
Transform Wealth LLC 0
0.000%
-331,558decrease
(Position Closed)
Filing
History
2020-10-02
09:43 am
Sale
2020-10-09 13G Innovator U.S. Equity Power Buffer ETF - February
PFEB
Transform Wealth LLC 3,775
0.001%
-610,196decrease
(-99.39%)
Filing
History
2020-10-02
09:43 am
Purchase
2020-10-09 13G Innovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC 900,644
10.630%
900,644increase
(New Position)
Filing
History
2020-10-02
09:42 am
Purchase
2020-10-09 13G FT Cboe Vest U.S. Equity Buffer ETF - August
FAUG
Transform Wealth LLC 182,897
8.310%
588increase
(+0.32%)
Filing
History
2020-09-04
1:41 pm
Purchase
2020-09-10 13G FT Cboe Vest U.S. Equity Buffer ETF - August
FAUG
Transform Wealth LLC 182,309
16.570%
182,309increase
(New Position)
Filing
History
2020-09-04
11:42 am
Sale
2020-09-10 13G Innovator S&P 500 Power Buffer ETF - New
PJUN
Transform Wealth LLC 331,558
9.020%
-241,510decrease
(-42.14%)
Filing
History
2020-08-06
4:42 pm
Unchanged
2020-07-31 13G Innovator S&P 500 Power Buffer ETF - May
PMAY
Transform Wealth LLC 0
0.000%
0
(Unchanged)
Filing
History
2020-08-03
08:46 am
Unchanged
2020-05-31 13G Innovator S&P 500 Power Buffer ETF - May
PMAY
Transform Wealth LLC 0
0.000%
0
(Unchanged)
Filing
History
2020-07-30
9:38 pm
Purchase
2020-08-10 13G Innovator U.S. Equity Power Buffer ETF - February
PFEB
Transform Wealth LLC 613,971
11.320%
613,971increase
(New Position)
Filing
History
2020-07-30
9:36 pm
Sale
2020-08-10 13G Innovator S&P 500 Power Buffer ETF - May
PMAY
Transform Wealth LLC 0
0.000%
-426,173decrease
(Position Closed)
Filing
History
2020-07-06
5:53 pm
Purchase
2020-07-10 13G Innovator S&P 500 Power Buffer ETF - New
PJUN
Transform Wealth LLC 573,068
14.880%
573,068increase
(New Position)
Filing
History
2020-06-08
5:30 pm
Purchase
2020-05-31 13G Innovator S&P 500 Power Buffer ETF - May
PMAY
Transform Wealth LLC 426,173
12.720%
426,173increase
(New Position)
Filing
History
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