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LVW Advisors, LLC: TSM position timeline

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

LVW Advisors, LLC held 11,018 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,018 shares
    Change vs previous 13F +2,183 shares

    0.45% of the 13F portfolio, value $5,261,867.

    13F-HR 0001576053-26-000004 filed by LVW Advisors, LLC
    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 8,835 shares
    Change vs previous 13F +2,137 shares

    0.29% of the 13F portfolio, value $2,985,789.

    13F-HR 0001576053-26-000002 filed by LVW Advisors, LLC
    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 6,698 shares
    Change vs previous 13F -389 shares

    0.21% of the 13F portfolio, value $2,035,456.

    13F-HR 0001576053-26-000001 filed by LVW Advisors, LLC
    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 7,087 shares
    Change vs previous 13F +553 shares

    0.2% of the 13F portfolio, value $1,979,329.

    13F-HR 0001576053-25-000003 filed by LVW Advisors, LLC
    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 6,534 shares
    Change vs previous 13F -416 shares

    0.17% of the 13F portfolio, value $1,479,886.

    13F-HR 0001085146-25-003901 filed by LVW Advisors, LLC
    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 6,950 shares
    Change vs previous 13F -460 shares

    0.14% of the 13F portfolio, value $1,153,700.

    13F-HR 0001085146-25-001955 filed by LVW Advisors, LLC
    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 7,410 shares
    Change vs previous 13F -1,988 shares

    0.18% of the 13F portfolio, value $1,463,401.

    13F-HR 0001085146-25-000247 filed by LVW Advisors, LLC
    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 9,398 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,632,151.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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