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Disclosery

TD Capital Management LLC: ACWI position timeline

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

TD Capital Management LLC held 60,154 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,154 shares
    Change vs previous 13F +221 shares

    0.77% of the 13F portfolio, value $9,442,379.

    13F-HR 0001483824-26-000004 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 59,933 shares
    Change vs previous 13F -69 shares

    0.75% of the 13F portfolio, value $8,292,943.

    13F-HR 0001483824-26-000003 filed by TD Capital 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 ended2025-12-31
    13F 60,002 shares
    Change vs previous 13F +25 shares

    0.75% of the 13F portfolio, value $8,489,697.

    13F-HR 0001483824-26-000002 filed by TD Capital 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 ended2025-09-30
    13F 59,977 shares
    Change vs previous 13F -1,131 shares

    0.75% of the 13F portfolio, value $8,291,273.

    13F-HR 0001483824-25-000007 filed by TD Capital 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 ended2025-06-30
    13F 61,108 shares
    Change vs previous 13F -1,699 shares

    0.74% of the 13F portfolio, value $7,858,547.

    13F-HR 0001483824-25-000004 filed by TD Capital 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 ended2025-03-31
    13F 62,807 shares
    Change vs previous 13F -242 shares

    0.74% of the 13F portfolio, value $7,310,050.

    13F-HR 0001483824-25-000003 filed by TD Capital 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 ended2024-12-31
    13F 63,049 shares
    Change vs previous 13F -3,805 shares

    0.75% of the 13F portfolio, value $7,408,200.

    13F-HR 0001483824-25-000002 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 66,854 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,992,367.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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