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Waverly Advisors, LLC: TSM position timeline

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

Waverly Advisors, LLC held 240,719 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,719 shares
    Change vs previous 13F +60,050 shares

    0.67% of the 13F portfolio, value $114,960,119.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 180,669 shares
    Change vs previous 13F +14,382 shares

    0.46% of the 13F portfolio, value $61,057,219.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 166,287 shares
    Change vs previous 13F -10,055 shares

    0.41% of the 13F portfolio, value $50,533,160.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 176,342 shares
    Change vs previous 13F -5,852 shares

    0.49% of the 13F portfolio, value $49,250,429.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 182,194 shares
    Change vs previous 13F -2,563 shares

    0.45% of the 13F portfolio, value $41,265,134.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 184,757 shares
    Change vs previous 13F +102,059 shares

    0.37% of the 13F portfolio, value $30,669,731.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 82,698 shares
    Change vs previous 13F +17,286 shares

    0.25% of the 13F portfolio, value $16,332,101.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 65,412 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,360,136.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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