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Disclosery

Stone Summit Wealth LLC: TSM position timeline

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

Stone Summit Wealth LLC held 15,958 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,958 shares
    Change vs previous 13F -977 shares

    1.93% of the 13F portfolio, value $7,621,062.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 16,935 shares
    Change vs previous 13F -1,427 shares

    1.59% of the 13F portfolio, value $5,723,183.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 18,362 shares
    Change vs previous 13F -909 shares

    1.51% of the 13F portfolio, value $5,580,028.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 19,271 shares
    Change vs previous 13F -975 shares

    1.53% of the 13F portfolio, value $5,382,198.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 20,246 shares
    Change vs previous 13F +270 shares

    1.42% of the 13F portfolio, value $4,585,517.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 19,976 shares
    Change vs previous 13F -550 shares

    1.12% of the 13F portfolio, value $3,316,016.

    13F-HR 0001667731-25-000518 filed by Stone Summit 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 20,526 shares
    Change vs previous 13F -924 shares

    1.36% of the 13F portfolio, value $4,053,680.

    13F-HR 0001667731-25-000149 filed by Stone Summit 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 21,450 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $3,725,222.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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