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Strategic Wealth Partners, Ltd.: TSM position timeline

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

Strategic Wealth Partners, Ltd. held 32,263 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,263 shares
    Change vs previous 13F +2,179 shares

    0.95% of the 13F portfolio, value $15,407,622.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    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 30,084 shares
    Change vs previous 13F +1,516 shares

    0.7% of the 13F portfolio, value $10,167,021.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 28,568 shares
    Change vs previous 13F +2,263 shares

    0.59% of the 13F portfolio, value $8,681,577.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 26,305 shares
    Change vs previous 13F -851 shares

    0.55% of the 13F portfolio, value $7,346,808.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,156 shares
    Change vs previous 13F +25,341 shares

    0.48% of the 13F portfolio, value $6,150,603.

    13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, 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 1,815 shares
    Change vs previous 13F +347 shares

    0.03% of the 13F portfolio, value $366,321.

    13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, 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 1,468 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $254,948.

    13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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