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TD PRIVATE CLIENT WEALTH LLC: IWR position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 89,220 IWR 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 89,220 shares
    Change vs previous 13F +7,143 shares

    0.18% of the 13F portfolio, value $9,842,699.

    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 82,077 shares
    Change vs previous 13F +29,182 shares

    0.17% of the 13F portfolio, value $7,980,374.

    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 52,895 shares
    Change vs previous 13F +1,270 shares

    0.11% of the 13F portfolio, value $5,092,202.

    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 51,625 shares
    Change vs previous 13F +3,144 shares

    0.11% of the 13F portfolio, value $4,984,396.

    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 48,481 shares
    Change vs previous 13F +1,749 shares

    0.11% of the 13F portfolio, value $4,458,798.

    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 46,732 shares
    Change vs previous 13F +4,080 shares

    0.11% of the 13F portfolio, value $3,975,491.

    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 42,652 shares
    Change vs previous 13F -869 shares

    0.11% of the 13F portfolio, value $3,770,437.

    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 43,521 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,835,941.

    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).