TRANSCEND CAPITAL ADVISORS, LLC: WPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRANSCEND CAPITAL ADVISORS, LLC on WPM, newest first. How the timeline and the estimate are built.
TRANSCEND CAPITAL ADVISORS, LLC held 8,067 WPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 8,067 sharesChange vs previous 13F +1,232 shares
0.06% of the 13F portfolio, value $906,085.
13F-HR 0001776082-26-000004 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,835 sharesChange vs previous 13F +2,103 shares
0.07% of the 13F portfolio, value $895,453.
13F-HR 0001776082-26-000003 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,732 sharesChange vs previous 13F +330 shares
0.04% of the 13F portfolio, value $556,105.
13F-HR 0001776082-26-000001 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,402 sharesChange vs previous 13F +2,074 shares
0.03% of the 13F portfolio, value $492,320.
13F-HR 0001776082-25-000008 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,328 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $209,054.
13F-HR 0001776082-25-000004 filed by TRANSCEND CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).