Skip to content
Disclosery

TRANSCEND CAPITAL ADVISORS, LLC: WMT position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 30,144 WMT 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 30,144 shares
    Change vs previous 13F -3,209 shares

    0.23% of the 13F portfolio, value $3,414,124.

    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 33,353 shares
    Change vs previous 13F -3,598 shares

    0.33% of the 13F portfolio, value $4,145,125.

    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 36,951 shares
    Change vs previous 13F -3,987 shares

    0.32% of the 13F portfolio, value $4,116,686.

    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 40,938 shares
    Change vs previous 13F +8,892 shares

    0.3% of the 13F portfolio, value $4,219,046.

    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 32,046 shares
    Change vs previous 13F -10,932 shares

    0.24% of the 13F portfolio, value $3,133,425.

    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 42,978 shares
    Change vs previous 13F +3,282 shares

    0.27% of the 13F portfolio, value $3,773,042.

    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 39,696 shares
    Change vs previous 13F -5,962 shares

    0.26% of the 13F portfolio, value $3,586,527.

    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 45,658 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,686,958.

    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).