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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

PIM holding history

Franklin Master Intermediate Income Trust 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.

PIM overviewAll 13F holders of PIMFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of PIM by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−26,200−100.0%Sold outHolders
Q1 202526,200$87.0K<0.1%00.0%UnchangedHolders
Q4 202426,200$85.4K<0.1%−21,000−44.5%ReducedHolders
Q3 202447,200$160.0K<0.1%00.0%UnchangedHolders
Q2 202447,200$152.2K<0.1%00.0%UnchangedHolders
Q1 202447,200$151.0K<0.1%+600+1.3%AddedHolders
Q4 202346,600$148.7K<0.1%00.0%UnchangedHolders
Q3 202346,600$140.7K<0.1%00.0%UnchangedHolders
Q2 202346,600$147.3K<0.1%00.0%UnchangedHolders
Q1 202346,600$148.2K<0.1%00.0%UnchangedHolders
Q4 202246,600$149.1K<0.1%00.0%UnchangedHolders
Q3 202246,600$151.0K<0.1%00.0%UnchangedHolders
Q2 202246,600$159.0K<0.1%00.0%UnchangedHolders
Q1 202246,600$167.0K<0.1%00.0%UnchangedHolders
Q4 202146,600$184.0K<0.1%00.0%UnchangedHolders
Q3 202146,600$188.0K<0.1%−3,500−7.0%ReducedHolders
Q2 202150,100$210.0K<0.1%00.0%UnchangedHolders
Q1 202150,100$216.0K<0.1%––Holders

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