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Capital Wealth Planning, LLC: TSM position timeline

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

Capital Wealth Planning, LLC held 152,155 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,155 shares
    Change vs previous 13F +26,597 shares

    0.36% of the 13F portfolio, value $72,664,663.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 125,558 shares
    Change vs previous 13F +40,639 shares

    0.23% of the 13F portfolio, value $42,432,326.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 84,919 shares
    Change vs previous 13F +23,220 shares

    0.18% of the 13F portfolio, value $27,140,962.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 61,699 shares
    Change vs previous 13F +9,749 shares

    0.12% of the 13F portfolio, value $17,231,914.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 51,950 shares
    Change vs previous 13F +14,300 shares

    0.09% of the 13F portfolio, value $11,766,156.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 37,650 shares
    Change vs previous 13F +18,326 shares

    0.05% of the 13F portfolio, value $6,249,900.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 19,324 shares
    Change vs previous 13F +11,701 shares

    0.04% of the 13F portfolio, value $3,816,297.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 7,623 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,323,886.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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