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TD PRIVATE CLIENT WEALTH LLC: CCI position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 1,974 CCI 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 1,974 shares
    Change vs previous 13F -9,524 shares

    <0.01% of the 13F portfolio, value $149,491.

    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 11,498 shares
    Change vs previous 13F +166 shares

    0.02% of the 13F portfolio, value $934,902.

    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 11,332 shares
    Change vs previous 13F +209 shares

    0.02% of the 13F portfolio, value $1,007,075.

    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 11,123 shares
    Change vs previous 13F +802 shares

    0.02% of the 13F portfolio, value $1,073,258.

    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 10,321 shares
    Change vs previous 13F -29 shares

    0.03% of the 13F portfolio, value $1,060,276.

    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 10,350 shares
    Change vs previous 13F -9,067 shares

    0.03% of the 13F portfolio, value $1,078,781.

    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 19,417 shares
    Change vs previous 13F -1,912 shares

    0.05% of the 13F portfolio, value $1,762,287.

    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 21,329 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,530,259.

    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).