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GeoWealth Management, LLC: TSM position timeline

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

GeoWealth Management, LLC held 21,656 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,656 shares
    Change vs previous 13F -703 shares

    0.33% of the 13F portfolio, value $10,342,732.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 22,359 shares
    Change vs previous 13F +818 shares

    0.27% of the 13F portfolio, value $7,555,843.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 21,541 shares
    Change vs previous 13F +2,425 shares

    0.24% of the 13F portfolio, value $6,546,129.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 19,116 shares
    Change vs previous 13F +7,522 shares

    0.19% of the 13F portfolio, value $5,338,936.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 11,594 shares
    Change vs previous 13F +147 shares

    0.1% of the 13F portfolio, value $2,625,950.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 11,447 shares
    Change vs previous 13F -2,399 shares

    0.08% of the 13F portfolio, value $1,900,202.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 13,846 shares
    Change vs previous 13F +851 shares

    0.09% of the 13F portfolio, value $2,734,446.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 12,995 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,256,841.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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