Steward Partners Investment Advisory, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on TSM, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 112,035 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 112,035 sharesChange vs previous 13F +5,679 shares
0.27% of the 13F portfolio, value $53,504,517.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 106,356 sharesChange vs previous 13F +17,918 shares
0.18% of the 13F portfolio, value $35,943,199.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 88,438 sharesChange vs previous 13F +5,012 shares
0.15% of the 13F portfolio, value $26,875,312.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 83,426 sharesChange vs previous 13F -1,911 shares
0.13% of the 13F portfolio, value $23,300,106.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 85,337 sharesChange vs previous 13F +7,350 shares
0.15% of the 13F portfolio, value $19,327,979.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 77,987 sharesChange vs previous 13F +19,889 shares
0.11% of the 13F portfolio, value $12,945,931.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 58,098 sharesChange vs previous 13F -552 shares
0.1% of the 13F portfolio, value $11,473,716.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 58,650 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $10,185,744.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).