TRANSCEND CAPITAL ADVISORS, LLC: IMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRANSCEND CAPITAL ADVISORS, LLC on IMO, newest first. How the timeline and the estimate are built.
TRANSCEND CAPITAL ADVISORS, LLC held 7,041 IMO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 7,041 sharesChange vs previous 13F +180 shares
0.05% of the 13F portfolio, value $788,703.
13F-HR 0001776082-26-000004 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,861 sharesChange vs previous 13F -681 shares
0.07% of the 13F portfolio, value $897,516.
13F-HR 0001776082-26-000003 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,542 sharesChange vs previous 13F +1,849 shares
0.05% of the 13F portfolio, value $650,919.
13F-HR 0001776082-26-000001 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,693 sharesChange vs previous 13F +1,809 shares
0.04% of the 13F portfolio, value $516,546.
13F-HR 0001776082-25-000008 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,884 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $308,663.
13F-HR 0001776082-25-000004 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).