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TD PRIVATE CLIENT WEALTH LLC: SHY position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 818,344 SHY 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 818,344 shares
    Change vs previous 13F -12,845 shares

    1.23% of the 13F portfolio, value $67,194,247.

    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 831,189 shares
    Change vs previous 13F -77,281 shares

    1.42% of the 13F portfolio, value $68,631,284.

    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 908,470 shares
    Change vs previous 13F -21,639 shares

    1.6% of the 13F portfolio, value $75,239,512.

    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 930,109 shares
    Change vs previous 13F +32,876 shares

    1.74% of the 13F portfolio, value $77,161,828.

    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 897,233 shares
    Change vs previous 13F -21,465 shares

    1.83% of the 13F portfolio, value $74,344,731.

    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 918,698 shares
    Change vs previous 13F -47,041 shares

    2.09% of the 13F portfolio, value $76,003,878.

    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 965,739 shares
    Change vs previous 13F +26,162 shares

    2.21% of the 13F portfolio, value $79,171,258.

    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 939,577 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $78,125,824.

    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).