Skip to content
Disclosery

TD PRIVATE CLIENT WEALTH LLC: LPLA position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 5,967 LPLA 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 5,967 shares
    Change vs previous 13F -1,041 shares

    0.03% of the 13F portfolio, value $1,680,785.

    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 7,008 shares
    Change vs previous 13F -2,515 shares

    0.04% of the 13F portfolio, value $2,108,217.

    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 9,523 shares
    Change vs previous 13F -3,932 shares

    0.07% of the 13F portfolio, value $3,401,330.

    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 13,455 shares
    Change vs previous 13F -779 shares

    0.1% of the 13F portfolio, value $4,476,344.

    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 14,234 shares
    Change vs previous 13F +2,168 shares

    0.13% of the 13F portfolio, value $5,337,323.

    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 12,066 shares
    Change vs previous 13F -526 shares

    0.11% of the 13F portfolio, value $3,947,271.

    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 12,592 shares
    Change vs previous 13F +513 shares

    0.11% of the 13F portfolio, value $4,111,414.

    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 12,079 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,809,938.

    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).