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EP Wealth Advisors, LLC: TSM position timeline

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

EP Wealth Advisors, LLC held 45,941 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,941 shares
    Change vs previous 13F +12,699 shares

    0.08% of the 13F portfolio, value $21,939,875.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 33,242 shares
    Change vs previous 13F -10,688 shares

    0.06% of the 13F portfolio, value $11,234,125.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 43,930 shares
    Change vs previous 13F +16,307 shares

    0.07% of the 13F portfolio, value $13,349,898.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 27,623 shares
    Change vs previous 13F +5,917 shares

    0.04% of the 13F portfolio, value $6,256,426.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 21,706 shares
    Change vs previous 13F +375 shares

    0.03% of the 13F portfolio, value $3,603,202.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 21,331 shares
    Change vs previous 13F -4,281 shares

    0.03% of the 13F portfolio, value $4,212,682.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 25,612 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,448,123.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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