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Tower View Wealth Management LLC: TSM position timeline

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

Tower View Wealth Management LLC held 36,067 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,067 shares
    Change vs previous 13F -512 shares

    7.57% of the 13F portfolio, value $17,224,518.

    13F-HR 0001729045-26-000003 filed by Tower View Wealth Management 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 36,579 shares
    Change vs previous 13F -1,561 shares

    6.35% of the 13F portfolio, value $12,361,874.

    13F-HR 0001729045-26-000002 filed by Tower View Wealth Management 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 38,140 shares
    Change vs previous 13F -4,697 shares

    5.73% of the 13F portfolio, value $11,590,365.

    13F-HR 0001729045-26-000001 filed by Tower View Wealth Management 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 42,837 shares
    Change vs previous 13F -252 shares

    6.19% of the 13F portfolio, value $11,963,946.

    13F-HR 0001729045-25-000008 filed by Tower View Wealth Management 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 43,089 shares
    Change vs previous 13F -751 shares

    5.06% of the 13F portfolio, value $9,759,228.

    13F-HR 0001729045-25-000006 filed by Tower View Wealth Management 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 43,840 shares
    Change vs previous 13F -1,813 shares

    4.24% of the 13F portfolio, value $7,277,440.

    13F-HR 0001729045-25-000005 filed by Tower View Wealth Management 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 45,653 shares
    Change vs previous 13F -1 shares

    4.77% of the 13F portfolio, value $9,016,011.

    13F-HR 0001729045-25-000001 filed by Tower View Wealth Management 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 45,654 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $7,928,731.

    13F-HR 0001729045-24-000005 filed by Tower View Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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