Skip to content
Disclosery

TD PRIVATE CLIENT WEALTH LLC: COLB position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 149,708 COLB 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 149,708 shares
    Change vs previous 13F +10,799 shares

    0.09% of the 13F portfolio, value $4,798,141.

    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 138,909 shares
    Change vs previous 13F +2,982 shares

    0.08% of the 13F portfolio, value $3,810,274.

    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 135,927 shares
    Change vs previous 13F -2,708 shares

    0.08% of the 13F portfolio, value $3,799,160.

    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 138,635 shares
    Change vs previous 13F +129,402 shares

    0.08% of the 13F portfolio, value $3,568,465.

    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 9,233 shares
    Change vs previous 13F -332 shares

    0.01% of the 13F portfolio, value $215,868.

    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 9,565 shares
    Change vs previous 13F +1,135 shares

    0.01% of the 13F portfolio, value $238,551.

    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 8,430 shares
    Change vs previous 13F +2,235 shares

    0.01% of the 13F portfolio, value $227,694.

    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 6,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $161,751.

    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).