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One Wealth Advisors, LLC: TSM position timeline

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

One Wealth Advisors, LLC held 9,734 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,734 shares
    Change vs previous 13F -2,137 shares

    0.51% of the 13F portfolio, value $4,648,818.

    13F-HR 0001951757-26-001117 filed by One Wealth 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 11,871 shares
    Change vs previous 13F -2,508 shares

    0.5% of the 13F portfolio, value $4,011,804.

    13F-HR 0001951757-26-000677 filed by One Wealth 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 14,379 shares
    Change vs previous 13F -900 shares

    0.53% of the 13F portfolio, value $4,369,634.

    13F-HR 0001951757-26-000328 filed by One Wealth 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 15,279 shares
    Change vs previous 13F -2,670 shares

    0.54% of the 13F portfolio, value $4,267,272.

    13F-HR 0001951757-25-001243 filed by One Wealth 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 17,949 shares
    Change vs previous 13F +165 shares

    0.57% of the 13F portfolio, value $4,065,269.

    13F-HR 0001951757-25-000888 filed by One Wealth 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 17,784 shares
    Change vs previous 13F +290 shares

    0.44% of the 13F portfolio, value $2,964,366.

    13F-HR 0001951757-25-000517 filed by One Wealth 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 17,494 shares
    Change vs previous 13F -605 shares

    0.51% of the 13F portfolio, value $3,454,890.

    13F-HR 0001951757-25-000129 filed by One Wealth 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 18,099 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,154,685.

    13F-HR 0001951757-24-001053 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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