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TD PRIVATE CLIENT WEALTH LLC: PM position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 68,760 PM 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 68,760 shares
    Change vs previous 13F -4,144 shares

    0.23% of the 13F portfolio, value $12,439,377.

    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 72,904 shares
    Change vs previous 13F -17,384 shares

    0.25% of the 13F portfolio, value $12,053,944.

    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 90,288 shares
    Change vs previous 13F -6,194 shares

    0.31% of the 13F portfolio, value $14,482,185.

    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 96,482 shares
    Change vs previous 13F -6,396 shares

    0.35% of the 13F portfolio, value $15,649,363.

    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 102,878 shares
    Change vs previous 13F -11,158 shares

    0.46% of the 13F portfolio, value $18,737,144.

    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 114,036 shares
    Change vs previous 13F +1,876 shares

    0.5% of the 13F portfolio, value $18,100,894.

    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 112,160 shares
    Change vs previous 13F -4,256 shares

    0.38% of the 13F portfolio, value $13,498,410.

    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 116,416 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $14,132,955.

    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).