Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

WEX holding history

WEX 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.

WEX overview All 13F holders of WEX Full Q2 2026 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of WEX by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−1,354−100.0%	Sold out	Holders
Q2 2022	1,354	$211.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	1,354	$242.0K	<0.1%	+1,354	New	Holders