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Disclosery

Schulz Wealth, LTD.: TSM position timeline

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

Schulz Wealth, LTD. held 2,225 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,225 shares
    Change vs previous 13F -700 shares

    0.55% of the 13F portfolio, value $1,063,392.

    13F-HR 0002011780-26-000002 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,925 shares
    Change vs previous 13F +1,505 shares

    0.57% of the 13F portfolio, value $889,554.

    13F-HR 0002011780-26-000001 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,420 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $396,592.

    13F-HR 0002011780-25-000005 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,420 shares
    Change vs previous 13F -220 shares

    0.24% of the 13F portfolio, value $321,616.

    13F-HR 0002011780-25-000004 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,640 shares
    Change vs previous 13F -265 shares

    0.21% of the 13F portfolio, value $272,240.

    13F-HR 0002011780-25-000002 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,905 shares
    Change vs previous 13F -500 shares

    0.29% of the 13F portfolio, value $376,218.

    13F-HR 0002011780-25-000001 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,405 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $417,676.

    13F-HR 0002011780-24-000005 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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