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TRANSCEND CAPITAL ADVISORS, LLC: VFH position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 15,432 VFH 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 15,432 shares
    Change vs previous 13F +42 shares

    0.14% of the 13F portfolio, value $2,030,888.

    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 15,390 shares
    Change vs previous 13F -1,751 shares

    0.15% of the 13F portfolio, value $1,859,292.

    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 17,141 shares
    Change vs previous 13F -795 shares

    0.18% of the 13F portfolio, value $2,288,162.

    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 17,936 shares
    Change vs previous 13F +100 shares

    0.17% of the 13F portfolio, value $2,353,870.

    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 17,836 shares
    Change vs previous 13F -346 shares

    0.18% of the 13F portfolio, value $2,270,586.

    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 18,182 shares
    Change vs previous 13F +34 shares

    0.16% of the 13F portfolio, value $2,172,240.

    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 18,148 shares
    Change vs previous 13F +86 shares

    0.15% of the 13F portfolio, value $2,142,733.

    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 18,062 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,985,202.

    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).