Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

NJR holding history

New Jersey Resources Corp 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.

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

Shares (Q2 2026): 5,203
Value: $291.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of NJR by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,203	$291.6K	<0.1%	+1,032+24.7%	Added	Holders
Q1 2026	4,171	$229.1K	<0.1%	+4,171	New	Holders
Q4 2025	0	$0	0.0%	−4,183−100.0%	Sold out	Holders
Q3 2025	4,183	$201.4K	<0.1%	+4,183	New	Holders