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Disclosery

Plan A Wealth LLC: TSM position timeline

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

Plan A Wealth LLC held 2,735 TSM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,735 shares
    Change vs previous 13F +24 shares

    0.45% of the 13F portfolio, value $1,247,680.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,711 shares
    Change vs previous 13F +187 shares

    0.55% of the 13F portfolio, value $1,294,692.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 2,524 shares
    Change vs previous 13F +39 shares

    0.41% of the 13F portfolio, value $852,986.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 2,485 shares
    Change vs previous 13F -172 shares

    0.37% of the 13F portfolio, value $755,167.

    13F-HR 0001172661-26-000517 filed by Plan A 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 ended2025-09-30
    13F 2,657 shares
    Change vs previous 13F -104 shares

    0.38% of the 13F portfolio, value $742,074.

    13F-HR 0001172661-25-004609 filed by Plan A 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 ended2025-06-30
    13F 2,761 shares
    Change vs previous 13F +950 shares

    0.35% of the 13F portfolio, value $625,339.

    13F-HR 0001172661-25-004608 filed by Plan A 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 ended2025-03-31
    13F 1,811 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $300,626.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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