Heirloom Wealth Management: TSM position timeline

Heirloom Wealth Management held 54,091 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 54,091 shares

   Change vs previous 13F -10,570 shares

   3.74% of the 13F portfolio, value $25,832,153.

   13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 64,661 shares

   Change vs previous 13F +9,115 shares

   3.94% of the 13F portfolio, value $21,852,209.

   13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 55,546 shares

   Change vs previous 13F +499 shares

   3.9% of the 13F portfolio, value $16,879,904.

   13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 55,047 shares

   Change vs previous 13F +19,510 shares

   3.71% of the 13F portfolio, value $15,374,077.

   13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 35,537 shares

   Change vs previous 13F not available

   2.12% of the 13F portfolio, value $8,048,775.

   13F-HR 0001882903-25-000004 filed by Heirloom Wealth Management
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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