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Soltis Investment Advisors LLC: TSM position timeline

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

Soltis Investment Advisors LLC held 23,127 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,127 shares
    Change vs previous 13F +1,736 shares

    0.64% of the 13F portfolio, value $11,044,972.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 21,391 shares
    Change vs previous 13F -5,643 shares

    0.47% of the 13F portfolio, value $7,229,205.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 27,034 shares
    Change vs previous 13F -6,207 shares

    0.54% of the 13F portfolio, value $8,215,271.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 33,241 shares
    Change vs previous 13F +1,468 shares

    0.64% of the 13F portfolio, value $9,283,781.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 31,773 shares
    Change vs previous 13F +2,514 shares

    0.57% of the 13F portfolio, value $7,196,363.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 29,259 shares
    Change vs previous 13F -26,084 shares

    0.43% of the 13F portfolio, value $4,856,951.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 55,343 shares
    Change vs previous 13F +38,238 shares

    1.01% of the 13F portfolio, value $10,929,615.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 17,105 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,970,669.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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