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Disclosery

Transcendent Capital Group LLC: IVV position timeline

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

Transcendent Capital Group LLC held 12,570 IVV 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 12,570 shares
    Change vs previous 13F +158 shares

    3.66% of the 13F portfolio, value $9,413,628.

    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 12,412 shares
    Change vs previous 13F +1,750 shares

    3.7% of the 13F portfolio, value $8,107,516.

    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 10,662 shares
    Change vs previous 13F -194 shares

    3.31% of the 13F portfolio, value $7,302,733.

    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 10,856 shares
    Change vs previous 13F +920 shares

    3.25% of the 13F portfolio, value $7,265,867.

    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 9,936 shares
    Change vs previous 13F +27 shares

    3.17% of the 13F portfolio, value $6,169,284.

    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 9,909 shares
    Change vs previous 13F -4,201 shares

    3.13% of the 13F portfolio, value $5,567,963.

    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 14,110 shares
    Change vs previous 13F +5,857 shares

    4.3% of the 13F portfolio, value $8,306,312.

    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 8,253 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $4,760,670.

    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).