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Litman Gregory Wealth Management LLC Historic Quarter Change: Foreign Stocks, Reduced

Litman Gregory Wealth Management LLC historic quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 17 quarters from 2013-06-30 to 2025-12-31, Litman Gregory Wealth Management LLC opened 6 positions, added to 0, reduced 9 and sold out of 1.

  • Q4 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 51,919.
  • Q3 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 53,982.
  • Q2 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 55,679.
  • Q1 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 56,260.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1551867), 17 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-11); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2014-09-30 to 2015-12-31, filed 2016-01-28); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-25); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-16); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS51,91951,191-728$14,500,354$15,556,557+$1,056,2032026-02-12
Q3 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS53,98251,919-2,063$12,226,420$14,500,354+$2,273,9342025-10-16
Q2 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS55,67953,982-1,697$9,242,716$12,226,420+$2,983,7042025-07-23
Q1 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS56,26055,679-581$11,110,764$9,242,716-$1,868,0482025-05-02
Q4 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS59,59756,260-3,337$10,350,290$11,110,764+$760,4742025-01-24
Q3 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS60,34659,597-749$10,488,739$10,350,290-$138,4492024-10-22
Q2 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS60,90260,346-556$8,285,718$10,488,739+$2,203,0212024-07-30
Q1 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS65,06860,902-4,166$6,767,072$8,285,718+$1,518,6462024-05-03
Q1 2024BP
BP PLC
SPONSORED ADR5,8755,375-500$207,975$202,530-$5,4452024-05-03

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