NGVC — NATURAL GROCERS BY VITAMIN C

Ownership history in Transform Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in NATURAL GROCERS BY VITAMIN C (NGVC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q4)
Avg. % of fund
0.03%
First filed
2024 Q4
Last filed
2024 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 INITIATED 12,000 — — 0.03% $477K $38.96
% of Fund (quarterly)    NGVC price (monthly, adj. close)

Other funds also holding NGVC

As of 2025 Q4 — sorted by position size

Green Alpha Advisors, LLC 3Y 1.48% NIA IMPACT ADVISORS, LLC 3Y 0.61% Numerai GP LLC 3Y 0.27% Empirical Finance, LLC 3Y 7Y 0.18% Diametric Capital, LP 3Y 7Y 0.16% EntryPoint Capital, LLC 0.14% Dynamic Technology Lab Private Ltd 3Y 7Y 0.07% CSM Advisors, LLC 3Y 0.07% Linden Thomas Advisory Services, LLC 3Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04%
← Back to Transform Wealth, LLC Holdings