TD PRIVATE CLIENT WEALTH LLC: CPAY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD PRIVATE CLIENT WEALTH LLC on CPAY, newest first. How the timeline and the estimate are built.
TD PRIVATE CLIENT WEALTH LLC held 1,350 CPAY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 1,350 sharesChange vs previous 13F -98 shares
0.01% of the 13F portfolio, value $449,915.
13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,448 sharesChange vs previous 13F -150 shares
0.01% of the 13F portfolio, value $421,354.
13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,598 sharesChange vs previous 13F -580 shares
0.01% of the 13F portfolio, value $480,886.
13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,178 sharesChange vs previous 13F -29 shares
0.01% of the 13F portfolio, value $627,395.
13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,207 sharesChange vs previous 13F -74 shares
0.02% of the 13F portfolio, value $732,327.
13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,281 sharesChange vs previous 13F -157 shares
0.02% of the 13F portfolio, value $795,430.
13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,438 sharesChange vs previous 13F +354 shares
0.02% of the 13F portfolio, value $825,068.
13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,084 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $651,792.
13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).