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Disclosery

TD PRIVATE CLIENT WEALTH LLC: GWRE position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 9 GWRE 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 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $1,107.

    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 96 shares
    Change vs previous 13F -7,608 shares

    <0.01% of the 13F portfolio, value $14,358.

    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 7,704 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $1,548,581.

    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 7,879 shares
    Change vs previous 13F +72 shares

    0.04% of the 13F portfolio, value $1,811,067.

    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 7,807 shares
    Change vs previous 13F +102 shares

    0.05% of the 13F portfolio, value $1,838,158.

    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 7,705 shares
    Change vs previous 13F +1,032 shares

    0.04% of the 13F portfolio, value $1,443,609.

    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 6,673 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,124,934.

    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).