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Disclosery

TD PRIVATE CLIENT WEALTH LLC: CWI position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 136,630 CWI 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 136,630 shares
    Change vs previous 13F +21,541 shares

    0.1% of the 13F portfolio, value $5,556,742.

    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 115,089 shares
    Change vs previous 13F +12,371 shares

    0.09% of the 13F portfolio, value $4,211,106.

    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 102,718 shares
    Change vs previous 13F +2,688 shares

    0.08% of the 13F portfolio, value $3,689,630.

    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 100,030 shares
    Change vs previous 13F +7,311 shares

    0.08% of the 13F portfolio, value $3,493,047.

    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 92,719 shares
    Change vs previous 13F -7,263 shares

    0.07% of the 13F portfolio, value $3,028,202.

    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 99,982 shares
    Change vs previous 13F +24,030 shares

    0.08% of the 13F portfolio, value $2,957,467.

    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 75,952 shares
    Change vs previous 13F +58,275 shares

    0.06% of the 13F portfolio, value $2,122,099.

    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 17,677 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $538,088.

    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).