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TRANSCEND CAPITAL ADVISORS, LLC: FOLD position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 0 FOLD shares at 2025-06-30 per its 13F-HR filed 2025-08-01.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -364,383 shares

    13F-HR 0001776082-25-000004 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 364,383 shares
    Change vs previous 13F +470 shares

    0.21% of the 13F portfolio, value $2,973,367.

    13F-HR 0001776082-25-000002 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 363,913 shares
    Change vs previous 13F +37,059 shares

    0.25% of the 13F portfolio, value $3,428,062.

    13F-HR 0001776082-25-000001 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 326,854 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,490,801.

    13F-HR 0001776082-24-000007 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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