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Williams & Novak Wealth Management, LLC: TSM position timeline

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

Williams & Novak Wealth Management, LLC held 2,651 TSM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,651 shares
    Change vs previous 13F +59 shares

    0.73% of the 13F portfolio, value $1,209,284.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,592 shares
    Change vs previous 13F +261 shares

    0.83% of the 13F portfolio, value $1,237,692.

    13F-HR 0001998419-26-000003 filed by Williams & Novak 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 ended2026-03-31
    13F 2,331 shares
    Change vs previous 13F +11 shares

    0.6% of the 13F portfolio, value $795,885.

    13F-HR 0001998419-26-000002 filed by Williams & Novak 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 ended2025-12-31
    13F 2,320 shares
    Change vs previous 13F +547 shares

    0.53% of the 13F portfolio, value $705,126.

    13F-HR 0001998419-26-000001 filed by Williams & Novak 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 ended2025-09-30
    13F 1,773 shares
    Change vs previous 13F -3,271 shares

    0.38% of the 13F portfolio, value $495,234.

    13F-HR 0001998419-25-000004 filed by Williams & Novak 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 ended2025-06-30
    13F 5,044 shares
    Change vs previous 13F +3,663 shares

    0.97% of the 13F portfolio, value $1,142,505.

    13F-HR 0001085146-25-004144 filed by Williams & Novak 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 ended2025-03-31
    13F 1,381 shares
    Change vs previous 13F +58 shares

    0.23% of the 13F portfolio, value $232,892.

    13F-HR 0001085146-25-003282 filed by Williams & Novak 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 ended2024-12-31
    13F 1,323 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $261,279.

    13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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