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Disclosery

BKM Wealth Management, LLC: TSM position timeline

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

BKM Wealth Management, LLC held 3,468 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,468 shares
    Change vs previous 13F +28 shares

    0.59% of the 13F portfolio, value $1,656,231.

    13F-HR 0002007263-26-000003 filed by BKM 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 3,440 shares
    Change vs previous 13F +44 shares

    0.42% of the 13F portfolio, value $1,162,559.

    13F-HR 0002007263-26-000002 filed by BKM 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 3,396 shares
    Change vs previous 13F -596 shares

    0.38% of the 13F portfolio, value $1,032,019.

    13F-HR 0002007263-26-000001 filed by BKM 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 3,992 shares
    Change vs previous 13F -949 shares

    0.41% of the 13F portfolio, value $1,114,933.

    13F-HR 0002007263-25-000007 filed by BKM 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 4,941 shares
    Change vs previous 13F +984 shares

    0.44% of the 13F portfolio, value $1,119,091.

    13F-HR 0002007263-25-000005 filed by BKM 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 3,957 shares
    Change vs previous 13F -343 shares

    0.27% of the 13F portfolio, value $656,863.

    13F-HR 0002007263-25-000004 filed by BKM 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 4,300 shares
    Change vs previous 13F -262 shares

    0.35% of the 13F portfolio, value $849,208.

    13F-HR 0002007263-25-000003 filed by BKM 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 4,562 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $792,283.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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