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Disclosery

TD PRIVATE CLIENT WEALTH LLC: BSY position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 21,416 BSY 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 21,416 shares
    Change vs previous 13F -3,251 shares

    0.01% of the 13F portfolio, value $640,124.

    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 24,667 shares
    Change vs previous 13F -6,860 shares

    0.02% of the 13F portfolio, value $866,305.

    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 31,527 shares
    Change vs previous 13F -15,229 shares

    0.03% of the 13F portfolio, value $1,203,228.

    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 46,756 shares
    Change vs previous 13F -7,000 shares

    0.05% of the 13F portfolio, value $2,406,999.

    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 53,756 shares
    Change vs previous 13F -1,674 shares

    0.07% of the 13F portfolio, value $2,901,211.

    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 55,430 shares
    Change vs previous 13F -2,379 shares

    0.06% of the 13F portfolio, value $2,180,616.

    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 57,809 shares
    Change vs previous 13F -3,015 shares

    0.08% of the 13F portfolio, value $2,699,680.

    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 60,824 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,090,467.

    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).