GRIMES & Co WEALTH MANAGEMENT, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIMES & Co WEALTH MANAGEMENT, LLC on TSM, newest first. How the timeline and the estimate are built.
GRIMES & Co WEALTH MANAGEMENT, LLC held 134,811 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 134,811 sharesChange vs previous 13F +1,433 shares
1.39% of the 13F portfolio, value $64,381,618.
13F-HR 0001321993-26-000005 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 133,378 sharesChange vs previous 13F -11,050 shares
1.25% of the 13F portfolio, value $45,075,084.
13F-HR 0001321993-26-000004 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 144,428 sharesChange vs previous 13F -16,869 shares
1.05% of the 13F portfolio, value $43,890,110.
13F-HR 0001321993-26-000003 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 161,297 sharesChange vs previous 13F -12,899 shares
1.11% of the 13F portfolio, value $45,048,585.
13F-HR 0001321993-25-000009 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 174,196 sharesChange vs previous 13F -3,344 shares
1.07% of the 13F portfolio, value $39,453,539.
13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 177,540 sharesChange vs previous 13F -619 shares
0.91% of the 13F portfolio, value $29,471,616.
13F-HR 0001321993-25-000004 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 178,159 sharesChange vs previous 13F -834 shares
1.01% of the 13F portfolio, value $35,184,640.
13F-HR 0001321993-25-000002 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 178,993 sharesChange vs previous 13F not available
0.84% of the 13F portfolio, value $31,085,699.
13F-HR 0001321993-24-000007 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).