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Ascentis Wealth Management, LLC: TSM position timeline

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

Ascentis Wealth Management, LLC held 1,459 TSM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,459 shares
    Change vs previous 13F -18,857 shares

    0.1% of the 13F portfolio, value $696,766.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3 shares
    • Ascentis Wealth Management, LLC: 1,456 shares

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

  2. period ended2026-03-31
    13F 20,316 shares
    Change vs previous 13F +10,235 shares

    0.38% of the 13F portfolio, value $6,865,847.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,918 shares
    • Ascentis Wealth Management, LLC: 1,398 shares

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

  3. period ended2025-12-31
    13F 10,081 shares
    Change vs previous 13F +2,157 shares

    0.29% of the 13F portfolio, value $3,063,541.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,527 shares
    • Ascentis Wealth Management, LLC: 1,554 shares

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

  4. period ended2025-09-30
    13F 7,924 shares
    Change vs previous 13F +1,056 shares

    0.21% of the 13F portfolio, value $2,213,118.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,389 shares
    • Ascentis Wealth Management, LLC: 1,535 shares

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

  5. period ended2025-06-30
    13F 6,868 shares
    Change vs previous 13F +1,417 shares

    0.16% of the 13F portfolio, value $1,553,208.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,572 shares
    • Ascentis Wealth Management, LLC: 1,296 shares

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

  6. period ended2025-03-31
    13F 5,451 shares
    Change vs previous 13F +1,247 shares

    0.11% of the 13F portfolio, value $907,024.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,639 shares
    • Ascentis Wealth Management, LLC: 812 shares

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

  7. period ended2024-12-31
    13F 4,204 shares
    Change vs previous 13F -164 shares

    0.1% of the 13F portfolio, value $830,265.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,183 shares
    • Ascentis Wealth Management, LLC: 21 shares

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

  8. period ended2024-09-30
    13F/A 4,368 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $758,601.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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