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Disclosery

Avitas Wealth Management LLC: TSM position timeline

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

Avitas Wealth Management LLC held 13,791 TSM shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 13,791 shares
    Change vs previous 13F -52 shares

    0.38% of the 13F portfolio, value $2,723,585.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 13,843 shares
    Change vs previous 13F -205 shares

    0.34% of the 13F portfolio, value $2,404,114.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 14,048 shares
    Change vs previous 13F +9,472 shares

    0.36% of the 13F portfolio, value $2,441,683.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 4,576 shares
    Change vs previous 13F -42 shares

    0.09% of the 13F portfolio, value $622,565.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 4,618 shares
    Change vs previous 13F -15 shares

    0.08% of the 13F portfolio, value $480,272.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 4,633 shares
    Change vs previous 13F -135 shares

    0.08% of the 13F portfolio, value $402,608.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 4,768 shares
    Change vs previous 13F -71 shares

    0.09% of the 13F portfolio, value $481,187.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 4,839 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $450,124.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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