TRANSCEND WEALTH COLLECTIVE, LLC
CIK
0001776082
City
SHORT HILLS
State / Country
NJ
Holdings in BGB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,352,502 | 454,372 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $6,565,994 | 539,523 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $3,419,561 | 282,142 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $6,486,984 | 537,002 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $6,820,279 | 557,668 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $6,800,763 | 552,010 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $5,345,351 | 449,567 | Shares | Sole | 2024-07-02 |
| 2024-03-31 | $4,610,881 | 387,469 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $3,303,787 | 291,854 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $1,260,421 | 114,688 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $357,553 | 32,713 | Shares | Sole | 2023-07-13 |
| 2022-09-30 | $225,356 | 21,200 | Shares | Sole | 2022-10-17 |
| 2022-06-30 | $236,804 | 21,200 | Shares | Sole | 2022-07-12 |
| 2022-03-31 | $435,674 | 33,385 | Shares | Sole | 2022-04-20 |
| 2021-12-31 | $454,410 | 33,685 | Shares | Sole | 2022-01-20 |
| 2021-09-30 | $466,537 | 33,685 | Shares | Sole | 2021-11-04 |
| 2021-03-31 | $429,026 | 32,185 | Shares | Sole | 2021-05-12 |