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TD PRIVATE CLIENT WEALTH LLC: IWB position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 36,978 IWB 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 36,978 shares
    Change vs previous 13F -13,746 shares

    0.28% of the 13F portfolio, value $15,142,491.

    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 50,724 shares
    Change vs previous 13F +10,620 shares

    0.38% of the 13F portfolio, value $18,086,149.

    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 40,104 shares
    Change vs previous 13F -320 shares

    0.32% of the 13F portfolio, value $14,976,438.

    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 40,424 shares
    Change vs previous 13F +4,947 shares

    0.33% of the 13F portfolio, value $14,774,164.

    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 35,477 shares
    Change vs previous 13F -1,195 shares

    0.3% of the 13F portfolio, value $12,046,925.

    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 36,672 shares
    Change vs previous 13F +2,577 shares

    0.31% of the 13F portfolio, value $11,248,769.

    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 34,095 shares
    Change vs previous 13F +5,614 shares

    0.31% of the 13F portfolio, value $10,984,045.

    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 28,481 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,954,142.

    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).