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Disclosery

TD PRIVATE CLIENT WEALTH LLC: SDY position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 78,494 SDY 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 78,494 shares
    Change vs previous 13F -1,823 shares

    0.22% of the 13F portfolio, value $11,945,161.

    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 80,317 shares
    Change vs previous 13F -2,843 shares

    0.24% of the 13F portfolio, value $11,721,521.

    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 83,160 shares
    Change vs previous 13F -10,140 shares

    0.25% of the 13F portfolio, value $11,572,579.

    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 93,300 shares
    Change vs previous 13F -4,806 shares

    0.29% of the 13F portfolio, value $13,066,705.

    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 98,106 shares
    Change vs previous 13F -1,169 shares

    0.33% of the 13F portfolio, value $13,315,879.

    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 99,275 shares
    Change vs previous 13F -15,808 shares

    0.37% of the 13F portfolio, value $13,469,646.

    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 115,083 shares
    Change vs previous 13F -13,256 shares

    0.43% of the 13F portfolio, value $15,202,409.

    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 128,339 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $18,229,205.

    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).