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Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

WPM holding history

Wheaton Precious Metals 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.

WPM overviewAll 13F holders of WPMFull Q2 2026 holdings

Shares (Q2 2026)
8,067
Value
$906.1K
% of portfolio
0.1%
Quarters held
9
Since Q3 2021
Holdings of WPM by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,067$906.1K0.1%+1,232+18.0%AddedHolders
Q1 20266,835$895.5K0.1%+2,103+44.4%AddedHolders
Q4 20254,732$556.1K<0.1%+330+7.5%AddedHolders
Q3 20254,402$492.3K<0.1%+2,074+89.1%AddedHolders
Q2 20252,328$209.1K<0.1%+2,328NewHolders
Q3 20220$00.0%−22,452−100.0%Sold outHolders
Q2 202222,452$809.0K0.1%−22,386−49.9%ReducedHolders
Q1 202244,838$2.13M0.2%−3,640−7.5%ReducedHolders
Q4 202148,478$2.08M0.2%+7,082+17.1%AddedHolders
Q3 202141,396$1.71M0.2%+41,396NewHolders