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TD PRIVATE CLIENT WEALTH LLC: O position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 30,988 O 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 30,988 shares
    Change vs previous 13F -6,789 shares

    0.04% of the 13F portfolio, value $1,920,045.

    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 37,777 shares
    Change vs previous 13F -17,977 shares

    0.05% of the 13F portfolio, value $2,311,225.

    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 55,754 shares
    Change vs previous 13F -8,827 shares

    0.07% of the 13F portfolio, value $3,142,879.

    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 64,581 shares
    Change vs previous 13F +5,334 shares

    0.09% of the 13F portfolio, value $3,925,907.

    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 59,247 shares
    Change vs previous 13F +6,410 shares

    0.08% of the 13F portfolio, value $3,413,220.

    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 52,837 shares
    Change vs previous 13F +6,402 shares

    0.08% of the 13F portfolio, value $3,065,074.

    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 46,435 shares
    Change vs previous 13F -6,340 shares

    0.07% of the 13F portfolio, value $2,480,093.

    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 52,775 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,346,991.

    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).