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Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

UPWK holding history

Upwork, 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.

UPWK overviewAll 13F holders of UPWKFull 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 UPWK by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−108,922−100.0%Sold outHolders
Q3 2024108,922$1.14M0.1%00.0%UnchangedHolders
Q2 2024108,922$1.17M0.1%00.0%UnchangedHolders
Q1 2024108,922$1.34M0.1%−29,082−21.1%ReducedHolders
Q4 2023138,004$2.05M0.2%−750−0.5%ReducedHolders
Q3 2023138,754$1.58M0.2%00.0%UnchangedHolders
Q2 2023138,754$1.30M0.1%−576−0.4%ReducedHolders
Q1 2023139,330$1.58M0.2%−1,999−1.4%ReducedHolders
Q4 2022141,329$1.48M0.2%+1,075+0.8%AddedHolders
Q3 2022140,254$1.91M0.2%−700−0.5%ReducedHolders
Q2 2022140,954$2.92M0.3%−2,000−1.4%ReducedHolders
Q1 2022142,954$3.32M0.3%−36,775−20.5%ReducedHolders
Q4 2021179,729$6.14M0.5%−27,213−13.2%ReducedHolders
Q3 2021206,942$12.0M1.1%+206,942NewHolders
Q2 20210$00.0%−200,159−100.0%Sold outHolders
Q1 2021200,159$8.96M1.1%––Holders

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