Skip to content
Disclosery

TD PRIVATE CLIENT WEALTH LLC: IWP position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 16,359 IWP 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 16,359 shares
    Change vs previous 13F -2,479 shares

    0.04% of the 13F portfolio, value $2,395,147.

    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 18,838 shares
    Change vs previous 13F -30,058 shares

    0.05% of the 13F portfolio, value $2,413,547.

    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 48,896 shares
    Change vs previous 13F +13,564 shares

    0.14% of the 13F portfolio, value $6,695,843.

    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 35,332 shares
    Change vs previous 13F -1,410 shares

    0.11% of the 13F portfolio, value $5,031,656.

    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 36,742 shares
    Change vs previous 13F -5,575 shares

    0.13% of the 13F portfolio, value $5,095,405.

    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 42,317 shares
    Change vs previous 13F +2,628 shares

    0.14% of the 13F portfolio, value $4,971,845.

    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 39,689 shares
    Change vs previous 13F -2,975 shares

    0.14% of the 13F portfolio, value $5,030,603.

    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 42,664 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,004,081.

    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).