Skip to main content
Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

AXP holding history

American Express Co in every 13F filed by Transcend Wealth Collective, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
2,617
Value
$885.0K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of AXP by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,617$885.0K0.1%−4−0.2%ReducedHolders
Q1 20262,621$792.7K0.1%+529+25.3%AddedHolders
Q4 20252,092$773.8K0.1%−234−10.1%ReducedHolders
Q3 20252,326$772.5K0.1%+528+29.4%AddedHolders
Q2 20251,798$573.4K<0.1%−442−19.7%ReducedHolders
Q1 20252,240$602.6K<0.1%+382+20.6%AddedHolders
Q4 20241,858$551.4K<0.1%−27−1.4%ReducedHolders
Q3 20241,885$511.3K<0.1%+4+0.2%AddedHolders
Q2 20241,881$435.6K<0.1%+165+9.6%AddedHolders
Q1 20241,716$390.8K<0.1%+132+8.3%AddedHolders
Q4 20231,584$296.8K<0.1%+61+4.0%AddedHolders
Q3 20231,523$227.2K<0.1%+27+1.8%AddedHolders
Q2 20231,496$260.6K<0.1%−1,373−47.9%ReducedHolders
Q1 20232,869$473.2K<0.1%−376−11.6%ReducedHolders
Q4 20223,245$479.4K0.1%+3,245NewHolders
Q2 20220$00.0%−1,294−100.0%Sold outHolders
Q1 20221,294$242.0K<0.1%−49−3.6%ReducedHolders
Q4 20211,343$220.0K<0.1%+156+13.1%AddedHolders
Q3 20211,187$215.0K<0.1%−488−29.1%ReducedHolders
Q2 20211,675$276.0K<0.1%−367−18.0%ReducedHolders
Q1 20212,042$289.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.