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Transcendent Capital Group LLC: JULU position timeline

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

Transcendent Capital Group LLC held 13,437 JULU 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 13,437 shares
    Change vs previous 13F -1,237 shares

    0.17% of the 13F portfolio, value $431,162.

    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 14,674 shares
    Change vs previous 13F -2,874 shares

    0.19% of the 13F portfolio, value $418,943.

    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 17,548 shares
    Change vs previous 13F -27,853 shares

    0.24% of the 13F portfolio, value $521,351.

    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 45,401 shares
    Change vs previous 13F -257,040 shares

    0.59% of the 13F portfolio, value $1,328,433.

    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 302,441 shares
    Change vs previous 13F -13,055 shares

    4.28% of the 13F portfolio, value $8,328,560.

    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 315,496 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $8,048,303.

    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).