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Disclosery

Transcendent Capital Group LLC: SHV position timeline

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

Transcendent Capital Group LLC held 8,083 SHV 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 8,083 shares
    Change vs previous 13F +18 shares

    0.35% of the 13F portfolio, value $891,907.

    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 8,065 shares
    Change vs previous 13F +11 shares

    0.41% of the 13F portfolio, value $890,336.

    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 8,054 shares
    Change vs previous 13F +1,906 shares

    0.4% of the 13F portfolio, value $887,166.

    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 6,148 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $679,293.

    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 6,148 shares
    Change vs previous 13F -12,737 shares

    0.35% of the 13F portfolio, value $678,862.

    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 18,885 shares
    Change vs previous 13F -600 shares

    1.17% of the 13F portfolio, value $2,086,037.

    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 19,485 shares
    Change vs previous 13F +8,904 shares

    1.11% of the 13F portfolio, value $2,145,493.

    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 10,581 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,170,576.

    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).