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Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

MITT holding history

TPG Mortgage Investment Trust, 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.

MITT overviewAll 13F holders of MITTFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2021
Holdings of MITT by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−22,300−100.0%Sold outHolders
Q3 202422,300$167.5K<0.1%00.0%UnchangedHolders
Q2 202422,300$148.1K<0.1%+2,500+12.6%AddedHolders
Q1 202419,800$121.2K<0.1%−8,000−28.8%ReducedHolders
Q4 202327,800$176.5K<0.1%−7,500−21.2%ReducedHolders
Q3 202335,300$195.9K<0.1%−6,500−15.6%ReducedHolders
Q2 202341,800$255.8K<0.1%+41,800NewHolders
Q1 20230$00.0%−12,800−100.0%Sold outHolders
Q4 202212,800$68.0K<0.1%−5,200−28.9%ReducedHolders
Q3 202218,000$74.0K<0.1%−17,000−48.6%ReducedHolders
Q2 202235,000$236.0K<0.1%+1,700+5.1%AddedHolders
Q1 202233,300$310.0K<0.1%−9,400−22.0%ReducedHolders
Q4 202142,700$438.0K<0.1%+42,700NewHolders