Skip to content
Disclosery

TRANSCEND CAPITAL ADVISORS, LLC: VUG position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 41,930 VUG 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 41,930 shares
    Change vs previous 13F +35,098 shares

    0.24% of the 13F portfolio, value $3,611,814.

    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 6,832 shares
    Change vs previous 13F -1,121 shares

    0.24% of the 13F portfolio, value $2,983,953.

    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 7,953 shares
    Change vs previous 13F -2,036 shares

    0.3% of the 13F portfolio, value $3,880,170.

    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 9,989 shares
    Change vs previous 13F +179 shares

    0.34% of the 13F portfolio, value $4,791,008.

    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 9,810 shares
    Change vs previous 13F -348 shares

    0.33% of the 13F portfolio, value $4,300,752.

    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 10,158 shares
    Change vs previous 13F +502 shares

    0.27% of the 13F portfolio, value $3,766,675.

    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 9,656 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $3,963,176.

    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 9,653 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,706,218.

    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).