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Disclosery

Advisor OS, LLC: TSM position timeline

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

Advisor OS, LLC held 4,290 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,290 shares
    Change vs previous 13F -2,114 shares

    0.14% of the 13F portfolio, value $2,048,547.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 6,404 shares
    Change vs previous 13F -3,067 shares

    0.16% of the 13F portfolio, value $2,164,306.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 9,471 shares
    Change vs previous 13F +473 shares

    0.23% of the 13F portfolio, value $2,878,022.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 8,998 shares
    Change vs previous 13F +633 shares

    0.22% of the 13F portfolio, value $2,512,941.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 8,365 shares
    Change vs previous 13F +2,009 shares

    0.19% of the 13F portfolio, value $1,894,498.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 6,356 shares
    Change vs previous 13F +1,347 shares

    0.12% of the 13F portfolio, value $1,055,030.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 5,009 shares
    Change vs previous 13F -2,436 shares

    0.11% of the 13F portfolio, value $989,225.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 7,445 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,292,971.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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