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TRANSCEND CAPITAL ADVISORS, LLC: SPDW position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 10,796 SPDW 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 10,796 shares
    Change vs previous 13F -1,302 shares

    0.04% of the 13F portfolio, value $544,020.

    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 12,098 shares
    Change vs previous 13F +6,026 shares

    0.04% of the 13F portfolio, value $552,271.

    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 6,072 shares
    Change vs previous 13F -510 shares

    0.02% of the 13F portfolio, value $269,655.

    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 6,582 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $281,645.

    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 6,558 shares
    Change vs previous 13F +62 shares

    0.02% of the 13F portfolio, value $265,534.

    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 6,496 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $236,534.

    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 6,440 shares
    Change vs previous 13F -1,152 shares

    0.02% of the 13F portfolio, value $219,811.

    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 7,592 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $285,162.

    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).