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TRANSCEND CAPITAL ADVISORS, LLC: GDIV position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 148,879 GDIV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,879 shares
    Change vs previous 13F -7,630 shares

    0.19% of the 13F portfolio, value $2,745,611.

    13F-HR 0001776082-26-000004 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).

  2. period ended2026-03-31
    13F 156,509 shares
    Change vs previous 13F -19,358 shares

    0.21% of the 13F portfolio, value $2,609,002.

    13F-HR 0001776082-26-000003 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 ended2025-12-31
    13F 175,867 shares
    Change vs previous 13F -44,236 shares

    0.23% of the 13F portfolio, value $2,932,844.

    13F-HR 0001776082-26-000001 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 ended2025-09-30
    13F 220,103 shares
    Change vs previous 13F -66,600 shares

    0.25% of the 13F portfolio, value $3,567,871.

    13F-HR 0001776082-25-000008 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).

  5. period ended2025-06-30
    13F 286,703 shares
    Change vs previous 13F -79,765 shares

    0.34% of the 13F portfolio, value $4,435,292.

    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).

  6. period ended2025-03-31
    13F 366,468 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,335,770.

    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).