Skip to main content

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

WAY holding history

Waystar Holding 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.

WAY overviewAll 13F holders of WAYFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2024
Holdings of WAY by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−10,519−100.0%Sold outHolders
Q1 202610,519$253.6K<0.1%+519+5.2%AddedHolders
Q4 202510,000$327.5K<0.1%−55−0.5%ReducedHolders
Q3 202510,055$381.3K<0.1%+51+0.5%AddedHolders
Q2 202510,004$408.9K<0.1%+40.0%AddedHolders
Q1 202510,000$373.6K<0.1%00.0%UnchangedHolders
Q4 202410,000$367.0K<0.1%00.0%UnchangedHolders
Q3 202410,000$278.9K<0.1%+10,000NewHolders