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Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

PJT holding history

PJT Partners 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.

PJT overviewAll 13F holders of PJTFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of PJT by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−5,903−100.0%Sold outHolders
Q3 20245,903$787.1K0.1%+3+0.1%AddedHolders
Q2 20245,900$636.7K<0.1%00.0%UnchangedHolders
Q1 20245,900$556.1K<0.1%−32−0.5%ReducedHolders
Q4 20235,932$604.3K0.1%00.0%UnchangedHolders
Q3 20235,932$471.2K<0.1%+32+0.5%AddedHolders
Q2 20235,900$410.9K<0.1%00.0%UnchangedHolders
Q1 20235,900$425.9K<0.1%−250−4.1%ReducedHolders
Q4 20226,150$453.2K<0.1%−950−13.4%ReducedHolders
Q3 20227,100$474.0K0.1%00.0%UnchangedHolders
Q2 20227,100$499.0K0.1%+100+1.4%AddedHolders
Q1 20227,000$442.0K<0.1%+2,203+45.9%AddedHolders
Q4 20214,797$355.0K<0.1%00.0%UnchangedHolders
Q3 20214,797$390.0K<0.1%+4,797NewHolders
Q2 20210$00.0%−4,797−100.0%Sold outHolders
Q1 20214,797$324.0K<0.1%––Holders

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