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PETERSON WEALTH MANAGEMENT: TSM position timeline

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

PETERSON WEALTH MANAGEMENT held 9,505 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,505 shares
    Change vs previous 13F +32 shares

    2.12% of the 13F portfolio, value $4,539,303.

    13F-HR 0001785144-26-000006 filed by PETERSON WEALTH MANAGEMENT
    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 9,473 shares
    Change vs previous 13F -50 shares

    1.86% of the 13F portfolio, value $3,201,400.

    13F-HR 0001785144-26-000004 filed by PETERSON WEALTH MANAGEMENT
    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 9,523 shares
    Change vs previous 13F -9,432 shares

    2.15% of the 13F portfolio, value $2,893,944.

    13F-HR 0001785144-26-000002 filed by PETERSON WEALTH MANAGEMENT
    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 18,955 shares
    Change vs previous 13F -6,735 shares

    3.67% of the 13F portfolio, value $5,293,942.

    13F-HR 0001785144-25-000005 filed by PETERSON WEALTH MANAGEMENT
    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 25,690 shares
    Change vs previous 13F +3,835 shares

    3.45% of the 13F portfolio, value $5,818,528.

    13F-HR 0001172661-25-004290 filed by PETERSON WEALTH MANAGEMENT
    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 21,855 shares
    Change vs previous 13F +405 shares

    2.44% of the 13F portfolio, value $3,627,930.

    13F-HR 0001172661-25-002444 filed by PETERSON WEALTH MANAGEMENT
    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 21,450 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $4,236,161.

    13F-HR 0001172661-25-001218 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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