Private Wealth Partners, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Partners, LLC on TSM, newest first. How the timeline and the estimate are built.
Private Wealth Partners, LLC held 7,362 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 7,362 sharesChange vs previous 13F +806 shares
0.25% of the 13F portfolio, value $3,515,870.
13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 6,556 sharesChange vs previous 13F +1,088 shares
0.17% of the 13F portfolio, value $2,215,600.
13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 5,468 sharesChange vs previous 13F +5,468 shares
0.12% of the 13F portfolio, value $1,661,671.
13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 0 sharesChange vs previous 13F -4,545 shares
13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 ended2024-12-3113F 4,545 sharesChange vs previous 13F +2,000 shares
0.07% of the 13F portfolio, value $897,592.
13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 2,545 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $441,990.
13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).