WJ Wealth Management, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Wealth Management, LLC on TSM, newest first. How the timeline and the estimate are built.
WJ Wealth Management, LLC held 2,815 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 2,815 sharesChange vs previous 13F -1 shares
0.53% of the 13F portfolio, value $1,344,361.
13F-HR 0001801674-26-000004 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,816 sharesChange vs previous 13F +117 shares
0.45% of the 13F portfolio, value $951,668.
13F-HR 0001801674-26-000002 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,699 sharesChange vs previous 13F +40 shares
0.36% of the 13F portfolio, value $820,200.
13F-HR 0001801674-26-000001 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 2,659 sharesChange vs previous 13F -2,005 shares
0.35% of the 13F portfolio, value $798,843.
13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,664 sharesChange vs previous 13F +1,194 shares
0.33% of the 13F portfolio, value $1,056,350.
13F-HR 0001085146-25-004209 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,470 sharesChange vs previous 13F +1,776 shares
0.2% of the 13F portfolio, value $576,020.
13F-HR 0001085146-25-002322 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,694 sharesChange vs previous 13F +136 shares
0.12% of the 13F portfolio, value $334,550.
13F-HR 0001085146-25-000488 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,558 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $270,578.
13F-HR 0001085146-24-005296 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).