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TD PRIVATE CLIENT WEALTH LLC: FLEX position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 5,935 FLEX 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 5,935 shares
    Change vs previous 13F -2,224 shares

    0.02% of the 13F portfolio, value $961,885.

    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 8,159 shares
    Change vs previous 13F -1,591 shares

    0.01% of the 13F portfolio, value $534,088.

    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 9,750 shares
    Change vs previous 13F -7,623 shares

    0.01% of the 13F portfolio, value $589,095.

    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 17,373 shares
    Change vs previous 13F -2,842 shares

    0.02% of the 13F portfolio, value $1,007,113.

    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 20,215 shares
    Change vs previous 13F -911 shares

    0.02% of the 13F portfolio, value $1,009,133.

    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 21,126 shares
    Change vs previous 13F -7,193 shares

    0.02% of the 13F portfolio, value $698,848.

    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 28,319 shares
    Change vs previous 13F -516 shares

    0.03% of the 13F portfolio, value $1,087,166.

    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 28,835 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $963,954.

    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).