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TD PRIVATE CLIENT WEALTH LLC: IUSV position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 86,730 IUSV 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 86,730 shares
    Change vs previous 13F -6,754 shares

    0.18% of the 13F portfolio, value $9,553,291.

    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 93,484 shares
    Change vs previous 13F -11,664 shares

    0.2% of the 13F portfolio, value $9,558,721.

    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 105,148 shares
    Change vs previous 13F -12,036 shares

    0.23% of the 13F portfolio, value $10,781,858.

    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 117,184 shares
    Change vs previous 13F -42,545 shares

    0.26% of the 13F portfolio, value $11,712,524.

    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 159,729 shares
    Change vs previous 13F -13,737 shares

    0.37% of the 13F portfolio, value $15,115,139.

    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 173,466 shares
    Change vs previous 13F -8,861 shares

    0.44% of the 13F portfolio, value $16,009,161.

    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 182,327 shares
    Change vs previous 13F +10,722 shares

    0.47% of the 13F portfolio, value $16,881,702.

    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 171,605 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $16,386,531.

    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).