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Disclosery

Annex Advisory Services, LLC: TSM position timeline

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

Annex Advisory Services, LLC held 48,397 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,397 shares
    Change vs previous 13F -4,714 shares

    0.39% of the 13F portfolio, value $23,113,126.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 53,111 shares
    Change vs previous 13F -4,055 shares

    0.34% of the 13F portfolio, value $17,948,882.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 57,166 shares
    Change vs previous 13F +835 shares

    0.33% of the 13F portfolio, value $17,372,273.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 56,331 shares
    Change vs previous 13F +868 shares

    0.33% of the 13F portfolio, value $15,732,585.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 55,463 shares
    Change vs previous 13F -2,545 shares

    0.3% of the 13F portfolio, value $12,561,719.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 58,008 shares
    Change vs previous 13F +4,858 shares

    0.27% of the 13F portfolio, value $9,629,338.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 53,150 shares
    Change vs previous 13F +5,184 shares

    0.32% of the 13F portfolio, value $10,496,596.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 47,966 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,330,226.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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