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TD PRIVATE CLIENT WEALTH LLC: ITOT position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 28,564 ITOT 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 28,564 shares
    Change vs previous 13F +2,203 shares

    0.09% of the 13F portfolio, value $4,692,208.

    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 26,361 shares
    Change vs previous 13F +3,267 shares

    0.08% of the 13F portfolio, value $3,754,597.

    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 23,094 shares
    Change vs previous 13F +4,471 shares

    0.07% of the 13F portfolio, value $3,433,847.

    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 18,623 shares
    Change vs previous 13F +1,926 shares

    0.06% of the 13F portfolio, value $2,712,440.

    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 16,697 shares
    Change vs previous 13F -2,687 shares

    0.06% of the 13F portfolio, value $2,254,763.

    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 19,384 shares
    Change vs previous 13F +2,907 shares

    0.07% of the 13F portfolio, value $2,365,042.

    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 16,477 shares
    Change vs previous 13F +2,592 shares

    0.06% of the 13F portfolio, value $2,119,272.

    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 13,885 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,744,234.

    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).