Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

ES holding history

Eversource Energy 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.

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

Shares (Q2 2026): 13,214
Value: $955.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q2 2021

Holdings of ES by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,214	$955.0K	0.1%	+9,482+254.1%	Added	Holders
Q1 2026	3,732	$258.6K	<0.1%	+3,732	New	Holders
Q3 2021	0	$0	0.0%	−11,662−100.0%	Sold out	Holders
Q2 2021	11,662	$934.0K	0.1%	+11,662	New	Holders