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TD PRIVATE CLIENT WEALTH LLC: BTI position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 133,095 BTI 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 133,095 shares
    Change vs previous 13F -398 shares

    0.15% of the 13F portfolio, value $8,219,947.

    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 133,493 shares
    Change vs previous 13F +19,933 shares

    0.16% of the 13F portfolio, value $7,805,336.

    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 113,560 shares
    Change vs previous 13F -5,872 shares

    0.14% of the 13F portfolio, value $6,429,767.

    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 119,432 shares
    Change vs previous 13F +13,613 shares

    0.14% of the 13F portfolio, value $6,339,450.

    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 105,819 shares
    Change vs previous 13F +65,631 shares

    0.12% of the 13F portfolio, value $5,008,413.

    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 40,188 shares
    Change vs previous 13F -3,729 shares

    0.05% of the 13F portfolio, value $1,662,577.

    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 43,917 shares
    Change vs previous 13F -50,550 shares

    0.04% of the 13F portfolio, value $1,595,065.

    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 94,467 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,455,618.

    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).