TRANSCEND WEALTH COLLECTIVE, LLC
Holdings in TCPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,427,786 | 1,175,098 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $7,600,902 | 1,225,952 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $10,269,436 | 1,333,693 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $11,795,598 | 1,472,609 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $12,476,691 | 1,432,456 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $10,135,005 | 1,222,558 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $8,434,368 | 780,960 | Shares | Sole | 2024-07-02 |
| 2024-03-31 | $5,043,603 | 483,567 | Shares | Sole | 2024-05-03 |