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TD PRIVATE CLIENT WEALTH LLC: IGSB position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 1,056,853 IGSB 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 1,056,853 shares
    Change vs previous 13F +69,121 shares

    1.02% of the 13F portfolio, value $55,389,642.

    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 987,732 shares
    Change vs previous 13F +172,446 shares

    1.08% of the 13F portfolio, value $51,915,180.

    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 815,286 shares
    Change vs previous 13F +97,349 shares

    0.92% of the 13F portfolio, value $43,112,304.

    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 717,937 shares
    Change vs previous 13F +113,416 shares

    0.86% of the 13F portfolio, value $38,072,188.

    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 604,521 shares
    Change vs previous 13F +58,057 shares

    0.78% of the 13F portfolio, value $31,894,519.

    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 546,464 shares
    Change vs previous 13F +104,063 shares

    0.79% of the 13F portfolio, value $28,618,315.

    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 442,401 shares
    Change vs previous 13F +41,381 shares

    0.64% of the 13F portfolio, value $22,872,147.

    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 401,020 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $21,117,732.

    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).