Skip to content
Disclosery

TD PRIVATE CLIENT WEALTH LLC: PEP position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 38,958 PEP 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 38,958 shares
    Change vs previous 13F -615 shares

    0.1% of the 13F portfolio, value $5,274,917.

    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 39,573 shares
    Change vs previous 13F +5,102 shares

    0.13% of the 13F portfolio, value $6,145,296.

    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 34,471 shares
    Change vs previous 13F -1,731 shares

    0.11% of the 13F portfolio, value $4,947,282.

    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 36,202 shares
    Change vs previous 13F +9,046 shares

    0.11% of the 13F portfolio, value $5,084,213.

    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 27,156 shares
    Change vs previous 13F +308 shares

    0.09% of the 13F portfolio, value $3,585,678.

    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 26,848 shares
    Change vs previous 13F +650 shares

    0.11% of the 13F portfolio, value $4,025,589.

    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 26,198 shares
    Change vs previous 13F -6,673 shares

    0.11% of the 13F portfolio, value $3,983,706.

    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 32,871 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,589,714.

    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).