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TRANSCEND CAPITAL ADVISORS, LLC: OBDC position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 1,127,921 OBDC 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 1,127,921 shares
    Change vs previous 13F -52,585 shares

    0.83% of the 13F portfolio, value $12,260,504.

    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 1,180,506 shares
    Change vs previous 13F -19,627 shares

    1.05% of the 13F portfolio, value $13,056,399.

    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 1,200,133 shares
    Change vs previous 13F -1,135,741 shares

    1.16% of the 13F portfolio, value $14,917,654.

    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 2,335,874 shares
    Change vs previous 13F -49,690 shares

    2.11% of the 13F portfolio, value $29,829,117.

    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 2,385,564 shares
    Change vs previous 13F -224,495 shares

    2.66% of the 13F portfolio, value $34,208,981.

    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 2,610,059 shares
    Change vs previous 13F +166,402 shares

    2.75% of the 13F portfolio, value $38,263,465.

    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 2,443,657 shares
    Change vs previous 13F -169,290 shares

    2.67% of the 13F portfolio, value $36,948,094.

    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 2,612,947 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $38,071,220.

    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).