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Disclosery

Holistic Financial Partners: TSM position timeline

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

Holistic Financial Partners held 2,649 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,649 shares
    Change vs previous 13F -111 shares

    0.77% of the 13F portfolio, value $1,265,083.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 2,760 shares
    Change vs previous 13F +91 shares

    0.35% of the 13F portfolio, value $932,742.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 2,669 shares
    Change vs previous 13F -385 shares

    0.29% of the 13F portfolio, value $811,083.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 3,054 shares
    Change vs previous 13F +1 shares

    0.35% of the 13F portfolio, value $852,952.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 3,053 shares
    Change vs previous 13F -1 shares

    0.3% of the 13F portfolio, value $691,474.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 3,054 shares
    Change vs previous 13F -245 shares

    0.24% of the 13F portfolio, value $506,964.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 3,299 shares
    Change vs previous 13F -26 shares

    0.32% of the 13F portfolio, value $651,520.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 3,325 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $577,453.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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