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TD PRIVATE CLIENT WEALTH LLC: IDV position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 502,117 IDV 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 502,117 shares
    Change vs previous 13F +28,209 shares

    0.38% of the 13F portfolio, value $20,802,709.

    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 473,908 shares
    Change vs previous 13F +13,685 shares

    0.42% of the 13F portfolio, value $20,169,525.

    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 460,223 shares
    Change vs previous 13F +46,238 shares

    0.39% of the 13F portfolio, value $18,155,796.

    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 413,985 shares
    Change vs previous 13F +104,721 shares

    0.34% of the 13F portfolio, value $15,131,140.

    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 309,264 shares
    Change vs previous 13F +74,785 shares

    0.26% of the 13F portfolio, value $10,672,698.

    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 234,479 shares
    Change vs previous 13F -29,136 shares

    0.2% of the 13F portfolio, value $7,273,539.

    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 263,615 shares
    Change vs previous 13F -16,791 shares

    0.2% of the 13F portfolio, value $7,217,779.

    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 280,406 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,476,673.

    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).