Balboa Wealth Partners: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balboa Wealth Partners on TSM, newest first. How the timeline and the estimate are built.
Balboa Wealth Partners held 25,602 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 25,602 sharesChange vs previous 13F -1,448 shares
1.66% of the 13F portfolio, value $12,226,891.
13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,050 sharesChange vs previous 13F -2,794 shares
1.53% of the 13F portfolio, value $9,141,633.
13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,844 sharesChange vs previous 13F -1,255 shares
1.5% of the 13F portfolio, value $9,069,398.
13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,099 sharesChange vs previous 13F +627 shares
1.5% of the 13F portfolio, value $8,685,736.
13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,472 sharesChange vs previous 13F -2,031 shares
1.38% of the 13F portfolio, value $6,901,668.
13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,503 sharesChange vs previous 13F +2,283 shares
1.3% of the 13F portfolio, value $5,395,546.
13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,220 sharesChange vs previous 13F +1,057 shares
1.36% of the 13F portfolio, value $5,968,101.
13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,163 sharesChange vs previous 13F not available
1.26% of the 13F portfolio, value $5,064,690.
13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).