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Disclosery

9258 Wealth Management, LLC: TSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on TSM, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 11,808 TSM shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 11,808 shares
    Change vs previous 13F -152 shares

    0.3% of the 13F portfolio, value $2,050,658.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 11,960 shares
    Change vs previous 13F -259 shares

    0.32% of the 13F portfolio, value $2,078,730.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 12,219 shares
    Change vs previous 13F -407 shares

    0.26% of the 13F portfolio, value $1,662,366.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F/A 12,626 shares
    Change vs previous 13F -130 shares

    0.23% of the 13F portfolio, value $1,313,082.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 12,756 shares
    Change vs previous 13F -870 shares

    0.22% of the 13F portfolio, value $1,108,478.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 13,626 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $1,375,114.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 13,624 shares
    Change vs previous 13F +26 shares

    0.26% of the 13F portfolio, value $1,267,284.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 13,598 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,012,899.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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