Summit Wealth Group, LLC: TSM position timeline

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

Summit Wealth Group, LLC held 776 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 776 shares
Change vs previous 13F -26 shares
0.08% of the 13F portfolio, value $370,594.
13F-HR 0001802865-26-000004 filed by Summit Wealth Group, LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 802 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $271,036.
13F-HR 0001802865-26-000003 filed by Summit Wealth Group, LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).