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Disclosery

Transce3nd, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transce3nd, LLC on SCHD, newest first. How the timeline and the estimate are built.

Transce3nd, LLC held 1,261 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,261 shares
    Change vs previous 13F -17 shares

    0.36% of the 13F portfolio, value $40,856.

    13F-HR 0002023570-26-000004 filed by Transce3nd, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,278 shares
    Change vs previous 13F -92 shares

    0.35% of the 13F portfolio, value $39,209.

    13F-HR 0002023570-26-000002 filed by Transce3nd, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,370 shares
    Change vs previous 13F -16 shares

    0.32% of the 13F portfolio, value $40,237.

    13F-HR 0002023570-26-000001 filed by Transce3nd, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,386 shares
    Change vs previous 13F -108,355 shares

    0.32% of the 13F portfolio, value $35,852.

    13F-HR 0002023570-25-000007 filed by Transce3nd, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 109,741 shares
    Change vs previous 13F +4,065 shares

    1.23% of the 13F portfolio, value $2,908,695.

    13F-HR 0002023570-25-000005 filed by Transce3nd, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 105,676 shares
    Change vs previous 13F +1,493 shares

    1.32% of the 13F portfolio, value $2,948,064.

    13F-HR 0002023570-25-000002 filed by Transce3nd, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 104,183 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,848,275.

    13F-HR 0002023570-25-000001 filed by Transce3nd, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).