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Livermore
Livermore
ZHEN

Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

TSM holding history

Taiwan Semiconductor Manufacturing Co Ltd in every 13F filed by Holistic Planning, 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)
2,243
Value
$1.07M
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of TSM by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,243$1.07M0.2%+168+8.1%AddedHolders
Q1 20262,075$701.2K0.1%+297+16.7%AddedHolders
Q4 20251,778$540.3K0.1%+185+11.6%AddedHolders
Q3 20251,593$444.9K0.1%00.0%UnchangedHolders
Q2 20251,593$360.8K0.1%+125+8.5%AddedHolders
Q1 20251,468$243.7K0.1%00.0%UnchangedHolders
Q4 20241,468$289.9K0.1%−102−6.5%ReducedHolders
Q3 20241,570$272.7K0.1%00.0%UnchangedHolders
Q2 20241,570$213.6K0.2%00.0%UnchangedHolders
Q1 20241,570$213.6K0.2%+1,570NewHolders