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Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

TSM holding history

Taiwan Semiconductor Manufacturing Co Ltd in every 13F filed by Phillips Wealth Planners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSM overviewAll 13F holders of TSMFull Q2 2026 holdings

Shares (Q2 2026)
1,833
Value
$792.9K
% of portfolio
0.6%
Quarters held
14
Since Q1 2023
Holdings of TSM by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,833$792.9K0.6%+26+1.4%AddedHolders
Q1 20261,807$731.0K0.6%−695−27.8%ReducedHolders
Q4 20252,502$816.0K0.7%−22−0.9%ReducedHolders
Q3 20252,524$763.3K0.6%−133−5.0%ReducedHolders
Q2 20252,657$605.4K0.5%+10.0%AddedHolders
Q1 20252,656$417.2K0.4%−315−10.6%ReducedHolders
Q4 20242,971$619.1K0.6%−157−5.0%ReducedHolders
Q3 20243,128$586.4K0.6%+3+0.1%AddedHolders
Q2 20243,125$597.0K0.6%−264−7.8%ReducedHolders
Q1 20243,389$473.8K0.5%−623−15.5%ReducedHolders
Q4 20234,012$453.5K0.5%−420−9.5%ReducedHolders
Q3 20234,432$411.8K0.6%−56−1.2%ReducedHolders
Q2 20234,488$452.9K0.6%−751−14.3%ReducedHolders
Q1 20235,239$440.0K0.6%+5,239NewHolders