Position in OC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$770,002
+$473,480 QoQ
Shares Held
4,844
+76.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#328
of 685 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $3,980,137 across 6 Building Products & Equipment names. OC ranks #2 (19.3% of the industry book) .
All Filings in OC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,002 | 4,844 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $296,522 | 2,740 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $367,475 | 2,573 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $437,381 | 2,568 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $467,954 | 2,651 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $375,673 | 2,754 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||