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Independent Advisor Alliance: TSM position timeline

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

Independent Advisor Alliance held 37,890 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,890 shares
    Change vs previous 13F +771 shares

    0.42% of the 13F portfolio, value $18,095,178.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 37,119 shares
    Change vs previous 13F +1,967 shares

    0.13% of the 13F portfolio, value $12,544,573.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 35,152 shares
    Change vs previous 13F -297 shares

    0.26% of the 13F portfolio, value $10,682,350.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 35,449 shares
    Change vs previous 13F +1,837 shares

    0.26% of the 13F portfolio, value $9,900,551.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 33,612 shares
    Change vs previous 13F +5,798 shares

    0.22% of the 13F portfolio, value $7,612,736.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 27,814 shares
    Change vs previous 13F +1,021 shares

    0.15% of the 13F portfolio, value $4,617,105.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 26,793 shares
    Change vs previous 13F +2,947 shares

    0.07% of the 13F portfolio, value $5,291,273.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 23,846 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,141,293.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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