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TRANSCEND CAPITAL ADVISORS, LLC: IBIT position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 83,470 IBIT 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 83,470 shares
    Change vs previous 13F +4,465 shares

    0.19% of the 13F portfolio, value $2,778,723.

    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 79,005 shares
    Change vs previous 13F -11,057 shares

    0.24% of the 13F portfolio, value $3,035,360.

    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 90,062 shares
    Change vs previous 13F -11,961 shares

    0.35% of the 13F portfolio, value $4,471,563.

    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 102,023 shares
    Change vs previous 13F +5,424 shares

    0.47% of the 13F portfolio, value $6,631,513.

    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 96,599 shares
    Change vs previous 13F +16,557 shares

    0.46% of the 13F portfolio, value $5,912,841.

    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 80,042 shares
    Change vs previous 13F -13,501 shares

    0.27% of the 13F portfolio, value $3,746,779.

    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).

  7. period ended2024-12-31
    13F 93,543 shares
    Change vs previous 13F +44,338 shares

    0.36% of the 13F portfolio, value $4,962,450.

    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).

  8. period ended2024-09-30
    13F 49,205 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,777,777.

    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).