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Disclosery

AE Wealth Management LLC: TSM position timeline

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

AE Wealth Management LLC held 14,851 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,851 shares
    Change vs previous 13F +1,975 shares

    0.03% of the 13F portfolio, value $7,092,480.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 12,876 shares
    Change vs previous 13F -1,053 shares

    0.02% of the 13F portfolio, value $4,351,709.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 13,929 shares
    Change vs previous 13F +773 shares

    0.02% of the 13F portfolio, value $4,232,887.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 13,156 shares
    Change vs previous 13F +117 shares

    0.02% of the 13F portfolio, value $3,674,510.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 13,039 shares
    Change vs previous 13F +2,431 shares

    0.02% of the 13F portfolio, value $2,953,227.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 10,608 shares
    Change vs previous 13F +1,136 shares

    0.01% of the 13F portfolio, value $1,760,952.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 9,472 shares
    Change vs previous 13F -645 shares

    0.02% of the 13F portfolio, value $1,870,765.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 10,117 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,756,867.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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