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Evergreen Wealth Management, LLC: TSM position timeline

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

Evergreen Wealth Management, LLC held 16,404 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,404 shares
    Change vs previous 13F -1,646 shares

    3.67% of the 13F portfolio, value $7,833,907.

    13F-HR 0002085853-26-000919 filed by Evergreen 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 18,050 shares
    Change vs previous 13F -6,416 shares

    3.15% of the 13F portfolio, value $6,099,954.

    13F-HR 0002085853-26-000553 filed by Evergreen 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 24,466 shares
    Change vs previous 13F +447 shares

    3.74% of the 13F portfolio, value $7,434,977.

    13F-HR 0002085853-26-000211 filed by Evergreen 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 24,019 shares
    Change vs previous 13F -2,703 shares

    3.52% of the 13F portfolio, value $6,708,183.

    13F-HR 0002085853-25-000212 filed by Evergreen 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 26,722 shares
    Change vs previous 13F -1,263 shares

    3.39% of the 13F portfolio, value $6,052,350.

    13F-HR 0001667731-25-001042 filed by Evergreen 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 27,985 shares
    Change vs previous 13F +1,083 shares

    2.77% of the 13F portfolio, value $4,645,530.

    13F-HR 0001667731-25-000590 filed by Evergreen 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 26,902 shares
    Change vs previous 13F +525 shares

    3.14% of the 13F portfolio, value $5,312,930.

    13F-HR 0001667731-25-000193 filed by Evergreen 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 26,377 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $4,580,970.

    13F-HR 0001965292-24-000004 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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