Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

FDS holding history

Factset Research Systems 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.

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

Shares (Q2 2026): 1,969
Value: $453.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of FDS by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,969	$453.0K	<0.1%	+1,969	New	Holders
Q1 2026	0	$0	0.0%	−1,317−100.0%	Sold out	Holders
Q4 2025	1,317	$382.2K	<0.1%	+1,317	New	Holders