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Disclosery

TD AMERITRADE INVESTMENT MANAGEMENT, LLC: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD AMERITRADE INVESTMENT MANAGEMENT, LLC on USB, newest first. How the timeline and the estimate are built.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC held 0 USB shares at 2023-06-30 per its 13F-HR filed 2023-08-10.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -302 shares

    13F-HR 0001461539-23-000003 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-03-31
    13F 302 shares
    Change vs previous 13F -281 shares

    <0.01% of the 13F portfolio, value $11,000.

    13F-HR 0001461539-23-000002 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 583 shares
    Change vs previous 13F -238 shares

    <0.01% of the 13F portfolio, value $25,000.

    13F-HR 0001461539-23-000001 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 821 shares
    Change vs previous 13F -298 shares

    <0.01% of the 13F portfolio, value $33,000.

    13F-HR 0001461539-22-000006 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 1,119 shares
    Change vs previous 13F -888 shares

    <0.01% of the 13F portfolio, value $51,000.

    13F-HR 0001461539-22-000005 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 2,007 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $107,000.

    13F-HR 0001461539-22-000004 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 1,438 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81,000.

    13F-HR 0001461539-22-000001 filed by TD AMERITRADE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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