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Disclosery

Heritage Wealth Partners, LLC: TSM position timeline

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

Heritage Wealth Partners, LLC held 2,335 TSM shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,335 shares
    Change vs previous 13F +346 shares

    0.59% of the 13F portfolio, value $387,693.

    13F-HR 0001963794-25-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,989 shares
    Change vs previous 13F +42 shares

    0.49% of the 13F portfolio, value $392,906.

    13F-HR 0001963794-25-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,947 shares
    Change vs previous 13F +160 shares

    0.4% of the 13F portfolio, value $338,222.

    13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,787 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $310,540.

    13F-HR 0001963794-24-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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