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
- period ended2026-06-3013F 50,557 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,536 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,963 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,358 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,178 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,059 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,637 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,307 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).