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TD PRIVATE CLIENT WEALTH LLC: FESM position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 175,450 FESM 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 175,450 shares
    Change vs previous 13F +47,258 shares

    0.16% of the 13F portfolio, value $8,472,481.

    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 128,192 shares
    Change vs previous 13F +38,436 shares

    0.1% of the 13F portfolio, value $4,871,296.

    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 89,756 shares
    Change vs previous 13F +78,179 shares

    0.07% of the 13F portfolio, value $3,390,982.

    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 11,577 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,255.

    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).