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Cyndeo Wealth Partners, LLC: TSM position timeline

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

Cyndeo Wealth Partners, LLC held 62,222 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,222 shares
    Change vs previous 13F +1,972 shares

    1.4% of the 13F portfolio, value $29,715,289.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, 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 60,250 shares
    Change vs previous 13F -16,401 shares

    1.07% of the 13F portfolio, value $20,361,327.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, 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 76,651 shares
    Change vs previous 13F +7,396 shares

    1.26% of the 13F portfolio, value $23,293,532.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, 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 69,255 shares
    Change vs previous 13F +2,317 shares

    1.08% of the 13F portfolio, value $19,342,090.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, 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 66,938 shares
    Change vs previous 13F -1,675 shares

    0.9% of the 13F portfolio, value $15,160,678.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, 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 68,613 shares
    Change vs previous 13F +14,742 shares

    0.75% of the 13F portfolio, value $11,389,820.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, 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 53,871 shares
    Change vs previous 13F +66 shares

    0.72% of the 13F portfolio, value $10,638,963.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, 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 53,805 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,344,354.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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