Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

MOS holding history

Mosaic Co 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.

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

Shares (Q2 2026): 18,047
Value: $382.4K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2025

Holdings of MOS by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,047	$382.4K	<0.1%	+18,047	New	Holders
Q4 2025	0	$0	0.0%	−5,783−100.0%	Sold out	Holders
Q3 2025	5,783	$200.6K	<0.1%	+5,783	New	Holders