Arete Wealth Advisors, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on TSM, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 24,238 TSM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F/A 24,238 sharesChange vs previous 13F +10,874 shares
0.77% of the 13F portfolio, value $11,575,354.
13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 13,364 sharesChange vs previous 13F -5,086 shares
0.34% of the 13F portfolio, value $4,515,004.
13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 18,450 sharesChange vs previous 13F +2,239 shares
0.39% of the 13F portfolio, value $5,606,836.
13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,211 sharesChange vs previous 13F +4,480 shares
0.28% of the 13F portfolio, value $4,532,000.
13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,731 sharesChange vs previous 13F -7,306 shares
0.19% of the 13F portfolio, value $2,657,000.
13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,037 sharesChange vs previous 13F +13,830 shares
0.24% of the 13F portfolio, value $3,160,000.
13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,207 sharesChange vs previous 13F +432 shares
0.07% of the 13F portfolio, value $1,030,000.
13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 4,775 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $827,000.
13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).