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Disclosery

Waldron Private Wealth LLC: TSM position timeline

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

Waldron Private Wealth LLC held 4,981 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,981 shares
    Change vs previous 13F +379 shares

    0.08% of the 13F portfolio, value $2,378,618.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 4,602 shares
    Change vs previous 13F +821 shares

    0.06% of the 13F portfolio, value $1,555,084.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 3,781 shares
    Change vs previous 13F -544 shares

    0.05% of the 13F portfolio, value $1,149,121.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 4,325 shares
    Change vs previous 13F +710 shares

    0.05% of the 13F portfolio, value $1,211,540.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 3,615 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $821,581.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 3,612 shares
    Change vs previous 13F -6,186 shares

    0.03% of the 13F portfolio, value $602,061.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 9,798 shares
    Change vs previous 13F -10,012 shares

    0.08% of the 13F portfolio, value $1,935,008.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 19,810 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,440,402.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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