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Disclosery

CreativeOne Wealth, LLC: TSM position timeline

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

CreativeOne Wealth, LLC held 12,038 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,038 shares
    Change vs previous 13F +2,412 shares

    0.12% of the 13F portfolio, value $5,748,957.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 9,626 shares
    Change vs previous 13F -179 shares

    0.08% of the 13F portfolio, value $3,252,915.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 9,805 shares
    Change vs previous 13F +159 shares

    0.07% of the 13F portfolio, value $2,979,563.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 9,646 shares
    Change vs previous 13F -967 shares

    0.07% of the 13F portfolio, value $2,694,166.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 10,613 shares
    Change vs previous 13F +1,796 shares

    0.06% of the 13F portfolio, value $2,403,649.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 8,817 shares
    Change vs previous 13F +499 shares

    0.04% of the 13F portfolio, value $1,463,594.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 8,318 shares
    Change vs previous 13F +2,995 shares

    0.05% of the 13F portfolio, value $1,642,784.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 5,323 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $924,525.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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