Transcendent Capital Group LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transcendent Capital Group LLC on WMT, newest first. How the timeline and the estimate are built.
Transcendent Capital Group LLC held 19,791 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 19,791 sharesChange vs previous 13F -258 shares
0.87% of the 13F portfolio, value $2,241,529.
13F-HR 0002013703-26-000004 filed by Transcendent Capital Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,049 sharesChange vs previous 13F 0 shares
1.14% of the 13F portfolio, value $2,491,690.
13F-HR 0002013703-26-000002 filed by Transcendent Capital Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,049 sharesChange vs previous 13F +523 shares
1.01% of the 13F portfolio, value $2,233,659.
13F-HR 0002013703-26-000001 filed by Transcendent Capital Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,526 sharesChange vs previous 13F 0 shares
0.9% of the 13F portfolio, value $2,012,375.
13F-HR 0002013703-25-000006 filed by Transcendent Capital Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,526 sharesChange vs previous 13F +51 shares
0.98% of the 13F portfolio, value $1,909,264.
13F-HR 0002013703-25-000004 filed by Transcendent Capital Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,475 sharesChange vs previous 13F 0 shares
0.96% of the 13F portfolio, value $1,709,710.
13F-HR 0002013703-25-000003 filed by Transcendent Capital Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,475 sharesChange vs previous 13F 0 shares
0.91% of the 13F portfolio, value $1,759,566.
13F-HR 0002013703-25-000001 filed by Transcendent Capital Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,475 sharesChange vs previous 13F not available
0.81% of the 13F portfolio, value $1,572,606.
13F-HR 0002013703-24-000005 filed by Transcendent Capital Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).