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TD PRIVATE CLIENT WEALTH LLC: BIV position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 160,087 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,087 shares
    Change vs previous 13F -2,924 shares

    0.23% of the 13F portfolio, value $12,278,676.

    13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT WEALTH 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 163,011 shares
    Change vs previous 13F +6,717 shares

    0.26% of the 13F portfolio, value $12,581,192.

    13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT WEALTH 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 156,294 shares
    Change vs previous 13F +4,532 shares

    0.26% of the 13F portfolio, value $12,172,180.

    13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH 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 151,762 shares
    Change vs previous 13F -15,670 shares

    0.27% of the 13F portfolio, value $11,851,097.

    13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT WEALTH 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 167,432 shares
    Change vs previous 13F -11,245 shares

    0.32% of the 13F portfolio, value $12,949,194.

    13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT WEALTH 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 178,677 shares
    Change vs previous 13F -2,300 shares

    0.38% of the 13F portfolio, value $13,681,301.

    13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH 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 180,977 shares
    Change vs previous 13F +20,571 shares

    0.38% of the 13F portfolio, value $13,524,414.

    13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH 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 160,406 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,571,021.

    13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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