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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

  1. period ended2026-06-30
    13F 19,791 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,049 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,049 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,526 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,526 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,475 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,475 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,475 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).