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TSA Wealth Managment LLC: OEF position timeline

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

TSA Wealth Managment LLC held 41,767 OEF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,767 shares
    Change vs previous 13F +189 shares

    4.32% of the 13F portfolio, value $15,281,292.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 41,578 shares
    Change vs previous 13F -27,826 shares

    4.27% of the 13F portfolio, value $13,224,714.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 69,404 shares
    Change vs previous 13F +1,345 shares

    7.88% of the 13F portfolio, value $23,803,490.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 68,059 shares
    Change vs previous 13F +15,016 shares

    7.71% of the 13F portfolio, value $22,652,758.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 53,043 shares
    Change vs previous 13F +6,508 shares

    5.9% of the 13F portfolio, value $16,143,637.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 46,535 shares
    Change vs previous 13F +12,284 shares

    5.01% of the 13F portfolio, value $12,603,074.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 34,251 shares
    Change vs previous 13F -444 shares

    4.03% of the 13F portfolio, value $9,893,401.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 34,695 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $9,602,188.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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