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Disclosery

Marcum Wealth, LLC: TSM position timeline

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

Marcum Wealth, LLC held 5,387 TSM shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 5,387 shares
    Change vs previous 13F -87 shares

    0.08% of the 13F portfolio, value $894,242.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, 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 5,474 shares
    Change vs previous 13F -293 shares

    0.09% of the 13F portfolio, value $1,081,060.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, 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 5,767 shares
    Change vs previous 13F +1,125 shares

    0.09% of the 13F portfolio, value $1,001,555.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, 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 4,642 shares
    Change vs previous 13F +1,537 shares

    0.08% of the 13F portfolio, value $806,826.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 3,105 shares
    Change vs previous 13F -70 shares

    0.04% of the 13F portfolio, value $422,435.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 3,175 shares
    Change vs previous 13F -179 shares

    0.04% of the 13F portfolio, value $330,200.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 3,354 shares
    Change vs previous 13F +302 shares

    0.04% of the 13F portfolio, value $291,463.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 3,052 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $308,008.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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