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TD PRIVATE CLIENT WEALTH LLC: BLV position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 167,958 BLV 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 167,958 shares
    Change vs previous 13F -5,165 shares

    0.21% of the 13F portfolio, value $11,577,361.

    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 173,123 shares
    Change vs previous 13F +4,994 shares

    0.25% of the 13F portfolio, value $11,907,384.

    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 168,129 shares
    Change vs previous 13F +9,105 shares

    0.25% of the 13F portfolio, value $11,688,333.

    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 159,024 shares
    Change vs previous 13F +5,613 shares

    0.25% of the 13F portfolio, value $11,266,863.

    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 153,411 shares
    Change vs previous 13F +11,041 shares

    0.26% of the 13F portfolio, value $10,668,213.

    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 142,370 shares
    Change vs previous 13F +21,563 shares

    0.28% of the 13F portfolio, value $10,025,723.

    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 120,807 shares
    Change vs previous 13F +10,008 shares

    0.23% of the 13F portfolio, value $8,266,790.

    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 110,799 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,328,748.

    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).