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Disclosery

Simplicity Wealth,LLC: TSM position timeline

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

Simplicity Wealth,LLC held 9,315 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,315 shares
    Change vs previous 13F +4,054 shares

    0.15% of the 13F portfolio, value $4,448,688.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
    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 5,261 shares
    Change vs previous 13F -92 shares

    0.1% of the 13F portfolio, value $1,778,036.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 ended2025-12-31
    13F 5,353 shares
    Change vs previous 13F +307 shares

    0.1% of the 13F portfolio, value $1,626,866.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 ended2025-09-30
    13F 5,046 shares
    Change vs previous 13F -2,979 shares

    0.08% of the 13F portfolio, value $1,409,428.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 ended2025-06-30
    13F 8,025 shares
    Change vs previous 13F +4,010 shares

    0.08% of the 13F portfolio, value $1,817,795.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 ended2025-03-31
    13F 4,015 shares
    Change vs previous 13F +1,533 shares

    0.05% of the 13F portfolio, value $666,436.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 ended2024-12-31
    13F 2,482 shares
    Change vs previous 13F +1,214 shares

    0.1% of the 13F portfolio, value $490,170.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,268 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $220,214.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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