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Disclosery

Naviter Wealth, LLC: TSM position timeline

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

Naviter Wealth, LLC held 113,327 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,327 shares
    Change vs previous 13F +22,257 shares

    4.92% of the 13F portfolio, value $54,226,892.

    13F-HR 0001951757-26-001175 filed by Naviter 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 ended2026-03-31
    13F 91,070 shares
    Change vs previous 13F +5,783 shares

    3.85% of the 13F portfolio, value $30,862,528.

    13F-HR 0001951757-26-000571 filed by Naviter 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 ended2025-12-31
    13F 85,287 shares
    Change vs previous 13F -13,123 shares

    3.39% of the 13F portfolio, value $25,984,880.

    13F-HR 0001951757-26-000260 filed by Naviter 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 ended2025-09-30
    13F 98,410 shares
    Change vs previous 13F +4,643 shares

    3.21% of the 13F portfolio, value $27,564,910.

    13F-HR 0001951757-25-001297 filed by Naviter 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 ended2025-06-30
    13F 93,767 shares
    Change vs previous 13F -4,328 shares

    2.62% of the 13F portfolio, value $21,307,603.

    13F-HR 0001951757-25-000971 filed by Naviter 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 ended2025-03-31
    13F 98,095 shares
    Change vs previous 13F +1,707 shares

    1.97% of the 13F portfolio, value $16,276,949.

    13F-HR 0001951757-25-000456 filed by Naviter 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 ended2024-12-31
    13F 96,388 shares
    Change vs previous 13F +19,223 shares

    2.3% of the 13F portfolio, value $19,092,091.

    13F-HR 0001951757-25-000201 filed by Naviter 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 ended2024-09-30
    13F 77,165 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $13,449,020.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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