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Disclosery

BSW Wealth Partners: TSM position timeline

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

BSW Wealth Partners held 10,045 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,045 shares
    Change vs previous 13F +136 shares

    0.53% of the 13F portfolio, value $4,797,043.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 9,909 shares
    Change vs previous 13F +153 shares

    0.41% of the 13F portfolio, value $3,348,905.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 9,756 shares
    Change vs previous 13F -134 shares

    0.36% of the 13F portfolio, value $2,964,675.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 9,890 shares
    Change vs previous 13F +173 shares

    0.34% of the 13F portfolio, value $2,762,104.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 9,717 shares
    Change vs previous 13F +265 shares

    0.3% of the 13F portfolio, value $2,200,707.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 9,452 shares
    Change vs previous 13F +491 shares

    0.24% of the 13F portfolio, value $1,569,023.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 8,961 shares
    Change vs previous 13F +546 shares

    0.26% of the 13F portfolio, value $1,769,689.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 8,415 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,461,403.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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