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Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

CDW holding history

CDW Corp 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.

CDW overviewAll 13F holders of CDWFull Q2 2026 holdings

Shares (Q2 2026)
1,752
Value
$246.4K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2021
Holdings of CDW by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,752$246.4K<0.1%+1,752NewHolders
Q1 20230$00.0%−1,788−100.0%Sold outHolders
Q4 20221,788$319.3K<0.1%+5+0.3%AddedHolders
Q3 20221,783$278.0K<0.1%00.0%UnchangedHolders
Q2 20221,783$281.0K<0.1%−10−0.6%ReducedHolders
Q1 20221,793$321.0K<0.1%00.0%UnchangedHolders
Q4 20211,793$367.0K<0.1%00.0%UnchangedHolders
Q3 20211,793$338.0K<0.1%+1,793NewHolders