Skip to content
Disclosery

TD PRIVATE CLIENT WEALTH LLC: HWM position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 13,946 HWM 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 13,946 shares
    Change vs previous 13F -208 shares

    0.07% of the 13F portfolio, value $3,749,522.

    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 14,154 shares
    Change vs previous 13F -3,421 shares

    0.07% of the 13F portfolio, value $3,261,931.

    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 17,575 shares
    Change vs previous 13F +164 shares

    0.08% of the 13F portfolio, value $3,603,227.

    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 17,411 shares
    Change vs previous 13F +104 shares

    0.08% of the 13F portfolio, value $3,416,561.

    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 17,307 shares
    Change vs previous 13F -69 shares

    0.08% of the 13F portfolio, value $3,221,352.

    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 17,376 shares
    Change vs previous 13F -10,067 shares

    0.06% of the 13F portfolio, value $2,254,188.

    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 27,443 shares
    Change vs previous 13F -293 shares

    0.08% of the 13F portfolio, value $3,001,441.

    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 27,736 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,780,534.

    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).