Skip to content
Disclosery

TD PRIVATE CLIENT WEALTH LLC: SPIB position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 80,530 SPIB 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 80,530 shares
    Change vs previous 13F -12,990 shares

    0.05% of the 13F portfolio, value $2,694,537.

    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 93,520 shares
    Change vs previous 13F +27,541 shares

    0.07% of the 13F portfolio, value $3,136,664.

    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 65,979 shares
    Change vs previous 13F +4,400 shares

    0.05% of the 13F portfolio, value $2,230,753.

    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 61,579 shares
    Change vs previous 13F +8,102 shares

    0.05% of the 13F portfolio, value $2,086,915.

    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 53,477 shares
    Change vs previous 13F +5,799 shares

    0.04% of the 13F portfolio, value $1,795,760.

    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 47,678 shares
    Change vs previous 13F +581 shares

    0.04% of the 13F portfolio, value $1,584,819.

    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 47,097 shares
    Change vs previous 13F +2,697 shares

    0.04% of the 13F portfolio, value $1,542,900.

    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 44,400 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,496,727.

    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).