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Kestra Advisory Services, LLC: TSM position timeline

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

Kestra Advisory Services, LLC held 281,655 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,655 shares
    Change vs previous 13F -9,749 shares

    0.3% of the 13F portfolio, value $134,509,949.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 74,722 shares
    • Kestra Advisory Services, LLC: 205,009 shares
    • Kestra Investment Management, LLC: 1,924 shares

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

  2. period ended2026-03-31
    13F 291,404 shares
    Change vs previous 13F +15,936 shares

    0.29% of the 13F portfolio, value $98,479,676.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 72,982 shares
    • Kestra Advisory Services, LLC: 218,422 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 275,468 shares
    Change vs previous 13F +54,616 shares

    0.23% of the 13F portfolio, value $83,711,954.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 64,055 shares
    • Kestra Advisory Services, LLC: 209,278 shares
    • Kestra Investment Management, LLC: 2,135 shares

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

  4. period ended2025-09-30
    13F 220,852 shares
    Change vs previous 13F +45,901 shares

    0.19% of the 13F portfolio, value $61,681,755.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 61,126 shares
    • Kestra Advisory Services, LLC: 157,558 shares
    • Kestra Investment Management, LLC: 2,168 shares

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

  5. period ended2025-06-30
    13F/A 174,951 shares
    Change vs previous 13F +5,269 shares

    0.13% of the 13F portfolio, value $39,624,701.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,578 shares
    • Kestra Advisory Services, LLC: 113,616 shares
    • Kestra Investment Management, LLC: 1,757 shares

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

  6. period ended2025-03-31
    13F/A 169,682 shares
    Change vs previous 13F +243 shares

    0.09% of the 13F portfolio, value $28,167,212.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 52,094 shares
    • Kestra Advisory Services, LLC: 115,449 shares
    • Kestra Investment Management, LLC: 2,139 shares

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

  7. period ended2024-12-31
    13F 169,439 shares
    Change vs previous 13F +12,434 shares

    0.13% of the 13F portfolio, value $33,534,359.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 50,051 shares
    • Kestra Advisory Services, LLC: 118,273 shares
    • Kestra Investment Management, LLC: 1,115 shares

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

  8. period ended2024-09-30
    13F 157,005 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $27,267,047.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 42,556 shares
    • Kestra Advisory Services, LLC: 113,226 shares
    • Kestra Investment Management, LLC: 1,223 shares

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