PFG Private Wealth Management, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFG Private Wealth Management, LLC on TSM, newest first. How the timeline and the estimate are built.
PFG Private Wealth Management, LLC held 1,898 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,898 sharesChange vs previous 13F -18 shares
0.39% of the 13F portfolio, value $906,428.
13F-HR 0001799957-26-000005 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,916 sharesChange vs previous 13F -200 shares
0.27% of the 13F portfolio, value $647,512.
13F-HR 0001799957-26-000002 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,116 sharesChange vs previous 13F +2,116 shares
0.28% of the 13F portfolio, value $643,031.
13F-HR 0001799957-26-000001 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -2,443 shares
13F-HR 0001799957-25-000007 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,443 sharesChange vs previous 13F +94 shares
0.28% of the 13F portfolio, value $553,315.
13F-HR 0001799957-25-000005 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,349 sharesChange vs previous 13F +62 shares
0.21% of the 13F portfolio, value $389,934.
13F-HR 0001799957-25-000004 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,287 sharesChange vs previous 13F -241 shares
0.26% of the 13F portfolio, value $451,660.
13F-HR 0001799957-25-000001 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,528 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $439,038.
13F-HR 0001799957-24-000007 filed by PFG Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).