DOSSIER · 13F Holders · Q3 2026
PIIVX

PRIVATE SHARES FD I

3 institutions still hold PRIVATE SHARES FD I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88339M207·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$115K
visible holders
Holders
3
filers reporting
Concentration
89.52%
Transce3nd, LLC #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported PIIVX in Q3 2026. Transce3nd, LLC leads at 89.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Transce3nd, LLC
CIK 0002023570
$103K2K0.10%Q3 2026
02
Oakworth Capital, Inc.
CIK 0001588871
$8K1570.00%Q3 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$4K710.00%Q3 2026
Insiders at PRIVATE SHARES FD I
Morgan Herbert William →Doyle Daniel Anthony →