Ownership history in Heirloom Wealth Management · 3 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management reported a position in TAIWAN SEMICONDUCTOR MFG LTD (TSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 55,546 | +499 | +0.9% | 3.90% | $16.9M | $303.04 |
| 2025 Q3 | ADDED | 55,047 | +19,510 | +54.9% | 3.71% | $15.4M | $277.76 |
| 2025 Q2 | INITIATED | 35,537 | — | — | 2.12% | $8.0M | $224.54 |
As of 2025 Q4 — sorted by position size