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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

PGC holding history

Peapack Gladstone Financial 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.

PGC overviewAll 13F holders of PGCFull Q2 2026 holdings

Shares (Q2 2026)
9,365
Value
$443.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PGC by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,365$443.2K<0.1%+12+0.1%AddedHolders
Q1 20269,353$329.3K<0.1%−986−9.5%ReducedHolders
Q4 202510,339$287.9K<0.1%−6−0.1%ReducedHolders
Q3 202510,345$285.5K<0.1%+13+0.1%AddedHolders
Q2 202510,332$291.9K<0.1%+30.0%AddedHolders
Q1 202510,329$293.3K<0.1%00.0%UnchangedHolders
Q4 202410,329$331.0K<0.1%−1,000−8.8%ReducedHolders
Q3 202411,329$310.5K<0.1%00.0%UnchangedHolders
Q2 202411,329$256.6K<0.1%00.0%UnchangedHolders
Q1 202411,329$275.6K<0.1%00.0%UnchangedHolders
Q4 202311,329$337.8K<0.1%00.0%UnchangedHolders
Q3 202311,329$290.6K<0.1%00.0%UnchangedHolders
Q2 202311,329$306.8K<0.1%00.0%UnchangedHolders
Q1 202311,329$335.6K<0.1%00.0%UnchangedHolders
Q4 202211,329$421.7K<0.1%−1,000−8.1%ReducedHolders
Q3 202212,329$415.0K<0.1%00.0%UnchangedHolders
Q2 202212,329$366.0K<0.1%00.0%UnchangedHolders
Q1 202212,329$428.0K<0.1%−890−6.7%ReducedHolders
Q4 202113,219$468.0K<0.1%00.0%UnchangedHolders
Q3 202113,219$440.0K<0.1%00.0%UnchangedHolders
Q2 202113,219$411.0K0.1%−1,000−7.0%ReducedHolders
Q1 202114,219$438.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.