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TD PRIVATE CLIENT WEALTH LLC: OLLI position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 7,498 OLLI 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 7,498 shares
    Change vs previous 13F -1,106 shares

    0.01% of the 13F portfolio, value $576,446.

    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 8,604 shares
    Change vs previous 13F -649 shares

    0.02% of the 13F portfolio, value $791,912.

    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 9,253 shares
    Change vs previous 13F -2,115 shares

    0.02% of the 13F portfolio, value $1,014,221.

    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 11,368 shares
    Change vs previous 13F -998 shares

    0.03% of the 13F portfolio, value $1,459,651.

    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 12,366 shares
    Change vs previous 13F -601 shares

    0.04% of the 13F portfolio, value $1,629,591.

    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 12,967 shares
    Change vs previous 13F -782 shares

    0.04% of the 13F portfolio, value $1,508,840.

    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 13,749 shares
    Change vs previous 13F +13,707 shares

    0.04% of the 13F portfolio, value $1,508,678.

    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 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,082.

    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).