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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
19,377
Value
$1.16M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,377$1.16M0.1%−4,576−19.1%ReducedHolders
Q1 202623,953$1.36M0.1%+8,817+58.3%AddedHolders
Q4 202515,136$989.9K0.1%+658+4.5%AddedHolders
Q3 202514,478$858.3K0.1%+2,743+23.4%AddedHolders
Q2 202511,735$717.8K0.1%−310−2.6%ReducedHolders
Q1 202512,045$717.3K0.1%+560+4.9%AddedHolders
Q4 202411,485$651.2K<0.1%+283+2.5%AddedHolders
Q3 202411,202$727.7K<0.1%−2,838−20.2%ReducedHolders
Q2 202414,040$772.0K0.1%+5,208+59.0%AddedHolders
Q1 20248,832$443.3K<0.1%+2,720+44.5%AddedHolders
Q4 20236,112$296.3K<0.1%−3,064−33.4%ReducedHolders
Q3 20239,176$453.3K<0.1%+40.0%AddedHolders
Q2 20239,172$478.1K<0.1%+1,046+12.9%AddedHolders
Q1 20238,126$422.0K<0.1%+3,183+64.4%AddedHolders
Q4 20224,943$248.9K<0.1%−5,897−54.4%ReducedHolders
Q3 202210,840$475.0K0.1%−161−1.5%ReducedHolders
Q2 202211,001$504.0K0.1%+666+6.4%AddedHolders
Q1 202210,335$471.0K<0.1%+1,583+18.1%AddedHolders
Q4 20218,752$471.0K<0.1%+1,405+19.1%AddedHolders
Q3 20217,347$397.0K<0.1%−134−1.8%ReducedHolders
Q2 20217,481$437.0K0.1%−18−0.2%ReducedHolders
Q1 20217,499$420.0K0.1%––Holders

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