TRANSCEND CAPITAL ADVISORS, LLC: IWO position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 1,009 IWO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 1,009 shares
Change vs previous 13F +3 shares
0.03% of the 13F portfolio, value $397,503.
13F-HR 0001776082-26-000004 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,006 shares
Change vs previous 13F +175 shares
0.03% of the 13F portfolio, value $315,601.
13F-HR 0001776082-26-000003 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 831 shares
Change vs previous 13F +3 shares
0.02% of the 13F portfolio, value $268,507.
13F-HR 0001776082-26-000001 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 828 shares
Change vs previous 13F +78 shares
0.02% of the 13F portfolio, value $265,020.
13F-HR 0001776082-25-000008 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 750 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $214,395.
13F-HR 0001776082-25-000004 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).