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Disclosery

Transcendent Capital Group LLC: SOXX position timeline

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

Transcendent Capital Group LLC held 5,233 SOXX 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 5,233 shares
    Change vs previous 13F +40 shares

    1.3% of the 13F portfolio, value $3,353,416.

    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 5,193 shares
    Change vs previous 13F -395 shares

    0.78% of the 13F portfolio, value $1,706,721.

    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 5,588 shares
    Change vs previous 13F -216 shares

    0.76% of the 13F portfolio, value $1,682,928.

    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 5,804 shares
    Change vs previous 13F -2,338 shares

    0.7% of the 13F portfolio, value $1,573,560.

    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 8,142 shares
    Change vs previous 13F -2,808 shares

    1% of the 13F portfolio, value $1,943,556.

    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 10,950 shares
    Change vs previous 13F +514 shares

    1.16% of the 13F portfolio, value $2,060,551.

    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 10,436 shares
    Change vs previous 13F +3,911 shares

    1.16% of the 13F portfolio, value $2,248,781.

    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 6,525 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,504,521.

    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).