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Transcendent Capital Group LLC: IVW position timeline

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

Transcendent Capital Group LLC held 71,901 IVW 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 71,901 shares
    Change vs previous 13F -490 shares

    3.85% of the 13F portfolio, value $9,888,505.

    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 72,391 shares
    Change vs previous 13F +14,672 shares

    3.73% of the 13F portfolio, value $8,188,103.

    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 57,719 shares
    Change vs previous 13F -954 shares

    3.22% of the 13F portfolio, value $7,114,399.

    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 58,673 shares
    Change vs previous 13F +4,816 shares

    3.17% of the 13F portfolio, value $7,082,961.

    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 53,857 shares
    Change vs previous 13F +1,018 shares

    3.05% of the 13F portfolio, value $5,929,635.

    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 52,839 shares
    Change vs previous 13F -1,553 shares

    2.76% of the 13F portfolio, value $4,905,079.

    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 54,392 shares
    Change vs previous 13F -15,683 shares

    2.86% of the 13F portfolio, value $5,522,409.

    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 70,075 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $6,709,683.

    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).