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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

ET holding history

Energy Transfer LP 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.

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
50,338
Value
$962.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ET by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,338$962.5K0.1%+173+0.3%AddedHolders
Q1 202650,165$968.2K0.1%+490+1.0%AddedHolders
Q4 202549,675$819.1K0.1%−7,198−12.7%ReducedHolders
Q3 202556,873$975.9K0.1%−16,498−22.5%ReducedHolders
Q2 202573,371$1.33M0.1%−31,478−30.0%ReducedHolders
Q1 2025104,849$1.95M0.1%+19,420+22.7%AddedHolders
Q4 202485,429$1.67M0.1%−25,351−22.9%ReducedHolders
Q3 2024110,780$1.78M0.1%+18,878+20.5%AddedHolders
Q2 202491,902$1.49M0.1%−4,797−5.0%ReducedHolders
Q1 202496,699$1.52M0.1%+18,968+24.4%AddedHolders
Q4 202377,731$1.07M0.1%+7,887+11.3%AddedHolders
Q3 202369,844$979.9K0.1%+3,717+5.6%AddedHolders
Q2 202366,127$839.8K0.1%+7,663+13.1%AddedHolders
Q1 202358,464$729.1K0.1%+36,008+160.3%AddedHolders
Q4 202222,456$266.6K<0.1%+19+0.1%AddedHolders
Q3 202222,437$247.0K<0.1%+17+0.1%AddedHolders
Q2 202222,420$224.0K<0.1%+16+0.1%AddedHolders
Q1 202222,404$251.0K<0.1%+15+0.1%AddedHolders
Q4 202122,389$184.0K<0.1%+14+0.1%AddedHolders
Q3 202122,375$221.0K<0.1%+14+0.1%AddedHolders
Q2 202122,361$238.0K<0.1%+829+3.9%AddedHolders
Q1 202121,532$166.0K<0.1%––Holders

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