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HB Wealth Management, LLC: TSM position timeline

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

HB Wealth Management, LLC held 50,557 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,557 shares
    Change vs previous 13F +5,021 shares

    0.14% of the 13F portfolio, value $24,144,981.

    13F-HR 0001172661-26-002920 filed by HB 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 45,536 shares
    Change vs previous 13F -427 shares

    0.1% of the 13F portfolio, value $15,389,173.

    13F-HR 0001172661-26-001543 filed by HB 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 45,963 shares
    Change vs previous 13F +4,605 shares

    0.09% of the 13F portfolio, value $13,967,937.

    13F-HR 0001172661-26-000353 filed by HB 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 41,358 shares
    Change vs previous 13F +5,180 shares

    0.08% of the 13F portfolio, value $11,551,113.

    13F-HR 0001172661-25-004398 filed by HB 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 36,178 shares
    Change vs previous 13F +119 shares

    0.07% of the 13F portfolio, value $8,194,053.

    13F-HR 0001172661-25-002644 filed by HB 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 36,059 shares
    Change vs previous 13F +11,422 shares

    0.05% of the 13F portfolio, value $5,985,813.

    13F-HR 0001172661-25-001594 filed by HB 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 24,637 shares
    Change vs previous 13F +2,330 shares

    0.05% of the 13F portfolio, value $4,866,705.

    13F-HR 0001172661-25-000193 filed by HB 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 22,307 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,874,136.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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