Transcend Wealth Collective, LLC
- SEC CIK
- 0001776082
- Latest filing
- Aug 4, 2026
FIVN holding history
Five9, 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.
FIVN overviewAll 13F holders of FIVNFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −5,835−100.0% | Sold out | Holders |
| Q4 2023 | 5,835 | $459.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 5,835 | $375.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 5,835 | $481.1K | <0.1% | −4−0.1% | Reduced | Holders |
| Q1 2023 | 5,839 | $422.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 5,839 | $396.2K | <0.1% | +5,839 | New | Holders |