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Transcendent Capital Group LLC: BOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transcendent Capital Group LLC on BOXX, newest first. How the timeline and the estimate are built.

Transcendent Capital Group LLC held 10,249 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,249 shares
    Change vs previous 13F -48,921 shares

    0.47% of the 13F portfolio, value $1,200,055.

    13F-HR 0002013703-26-000004 filed by Transcendent Capital Group 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 59,170 shares
    Change vs previous 13F +15,591 shares

    3.14% of the 13F portfolio, value $6,880,879.

    13F-HR 0002013703-26-000002 filed by Transcendent Capital Group 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 43,579 shares
    Change vs previous 13F +33,256 shares

    2.27% of the 13F portfolio, value $5,015,943.

    13F-HR 0002013703-26-000001 filed by Transcendent Capital Group 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 10,323 shares
    Change vs previous 13F -58 shares

    0.53% of the 13F portfolio, value $1,175,377.

    13F-HR 0002013703-25-000006 filed by Transcendent Capital Group 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 10,381 shares
    Change vs previous 13F -38,271 shares

    0.6% of the 13F portfolio, value $1,169,731.

    13F-HR 0002013703-25-000004 filed by Transcendent Capital Group 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 48,652 shares
    Change vs previous 13F +912 shares

    3.05% of the 13F portfolio, value $5,424,211.

    13F-HR 0002013703-25-000003 filed by Transcendent Capital Group 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 47,740 shares
    Change vs previous 13F +46,040 shares

    2.72% of the 13F portfolio, value $5,264,767.

    13F-HR 0002013703-25-000001 filed by Transcendent Capital Group 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 1,700 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $185,181.

    13F-HR 0002013703-24-000005 filed by Transcendent Capital Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).