Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

BX holding history

Blackstone Inc. 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.

BX overview All 13F holders of BX Full Q2 2026 holdings

Shares (Q2 2026): 37,858
Value: $4.45M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BX by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	37,858	$4.45M	0.3%	+421+1.1%	Added	Holders
Q1 2026	37,437	$4.30M	0.3%	−5,615−13.0%	Reduced	Holders
Q4 2025	43,052	$6.64M	0.5%	−8,382−16.3%	Reduced	Holders
Q3 2025	51,434	$8.79M	0.6%	+1,205+2.4%	Added	Holders
Q2 2025	50,229	$7.51M	0.6%	−6,073−10.8%	Reduced	Holders
Q1 2025	56,302	$7.87M	0.6%	−2,923−4.9%	Reduced	Holders
Q4 2024	59,225	$10.2M	0.7%	−2,535−4.1%	Reduced	Holders
Q3 2024	61,760	$9.46M	0.6%	−1,488−2.4%	Reduced	Holders
Q2 2024	63,248	$7.83M	0.6%	+3,336+5.6%	Added	Holders
Q1 2024	59,912	$7.87M	0.6%	−1,942−3.1%	Reduced	Holders
Q4 2023	61,854	$8.10M	0.7%	−1,421−2.2%	Reduced	Holders
Q3 2023	63,275	$6.78M	0.7%	−8,809−12.2%	Reduced	Holders
Q2 2023	72,084	$6.70M	0.6%	+596+0.8%	Added	Holders
Q1 2023	71,488	$6.28M	0.7%	−20,861−22.6%	Reduced	Holders
Q4 2022	92,349	$6.85M	0.7%	+2,980+3.3%	Added	Holders
Q3 2022	89,369	$7.48M	0.8%	+16,837+23.2%	Added	Holders
Q2 2022	72,532	$6.62M	0.7%	−11,794−14.0%	Reduced	Holders
Q1 2022	84,326	$10.7M	1.0%	+3,356+4.1%	Added	Holders
Q4 2021	80,970	$10.5M	0.9%	−151−0.2%	Reduced	Holders
Q3 2021	81,121	$11.5M	1.0%	−20,370−20.1%	Reduced	Holders
Q2 2021	101,491	$9.86M	1.4%	+37,490+58.6%	Added	Holders
Q1 2021	64,001	$4.77M	0.6%	–	–	Holders

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