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TD PRIVATE CLIENT WEALTH LLC: IP position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 6,955 IP 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 6,955 shares
    Change vs previous 13F +368 shares

    <0.01% of the 13F portfolio, value $264,986.

    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 6,587 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $235,156.

    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 6,812 shares
    Change vs previous 13F -924 shares

    0.01% of the 13F portfolio, value $268,325.

    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 7,736 shares
    Change vs previous 13F +3,865 shares

    0.01% of the 13F portfolio, value $358,950.

    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 3,871 shares
    Change vs previous 13F +1,121 shares

    <0.01% of the 13F portfolio, value $181,279.

    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 2,750 shares
    Change vs previous 13F -828 shares

    <0.01% of the 13F portfolio, value $146,713.

    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 3,578 shares
    Change vs previous 13F +139 shares

    0.01% of the 13F portfolio, value $192,568.

    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 3,439 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $167,995.

    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).