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Disclosery

TD PRIVATE CLIENT WEALTH LLC: DOC position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 9,483 DOC 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 9,483 shares
    Change vs previous 13F -1,755 shares

    <0.01% of the 13F portfolio, value $202,936.

    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 11,238 shares
    Change vs previous 13F -2,137 shares

    <0.01% of the 13F portfolio, value $184,640.

    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 13,375 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $215,070.

    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 13,526 shares
    Change vs previous 13F +2,084 shares

    0.01% of the 13F portfolio, value $259,023.

    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 11,442 shares
    Change vs previous 13F -6,012 shares

    <0.01% of the 13F portfolio, value $200,349.

    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 17,454 shares
    Change vs previous 13F +7,029 shares

    0.01% of the 13F portfolio, value $352,920.

    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 10,425 shares
    Change vs previous 13F -2,476 shares

    0.01% of the 13F portfolio, value $211,315.

    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 12,901 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $295,046.

    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).