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TSA Wealth Managment LLC: SCMB position timeline

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

TSA Wealth Managment LLC held 62,130 SCMB 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 62,130 shares
    Change vs previous 13F -3,157 shares

    0.45% of the 13F portfolio, value $1,604,197.

    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 65,287 shares
    Change vs previous 13F +6,687 shares

    0.54% of the 13F portfolio, value $1,663,513.

    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 58,600 shares
    Change vs previous 13F +3,856 shares

    0.5% of the 13F portfolio, value $1,509,536.

    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 54,744 shares
    Change vs previous 13F +1,997 shares

    0.48% of the 13F portfolio, value $1,401,994.

    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 52,747 shares
    Change vs previous 13F +24,342 shares

    0.49% of the 13F portfolio, value $1,328,169.

    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 28,405 shares
    Change vs previous 13F -135 shares

    0.29% of the 13F portfolio, value $720,635.

    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 28,540 shares
    Change vs previous 13F +14,271 shares

    0.3% of the 13F portfolio, value $732,907.

    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 14,269 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $749,551.

    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).