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TD PRIVATE CLIENT WEALTH LLC: LQD position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 238,349 LQD 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 238,349 shares
    Change vs previous 13F +24,286 shares

    0.48% of the 13F portfolio, value $25,996,702.

    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 214,063 shares
    Change vs previous 13F -1,168 shares

    0.48% of the 13F portfolio, value $23,330,703.

    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 215,231 shares
    Change vs previous 13F +4,917 shares

    0.51% of the 13F portfolio, value $23,716,281.

    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 210,314 shares
    Change vs previous 13F +5,360 shares

    0.53% of the 13F portfolio, value $23,443,678.

    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 204,954 shares
    Change vs previous 13F +7,386 shares

    0.55% of the 13F portfolio, value $22,464,985.

    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 197,568 shares
    Change vs previous 13F +12,844 shares

    0.59% of the 13F portfolio, value $21,473,643.

    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 184,724 shares
    Change vs previous 13F +8,790 shares

    0.55% of the 13F portfolio, value $19,735,890.

    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 175,934 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $19,877,000.

    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).