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TD PRIVATE CLIENT WEALTH LLC: SPSB position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 270,849 SPSB 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 270,849 shares
    Change vs previous 13F +27,500 shares

    0.15% of the 13F portfolio, value $8,128,178.

    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 243,349 shares
    Change vs previous 13F +41,466 shares

    0.15% of the 13F portfolio, value $7,317,504.

    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 201,883 shares
    Change vs previous 13F +22,132 shares

    0.13% of the 13F portfolio, value $6,096,867.

    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 179,751 shares
    Change vs previous 13F +38,860 shares

    0.12% of the 13F portfolio, value $5,444,658.

    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 140,891 shares
    Change vs previous 13F +11,044 shares

    0.1% of the 13F portfolio, value $4,253,499.

    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 129,847 shares
    Change vs previous 13F +17,679 shares

    0.11% of the 13F portfolio, value $3,908,395.

    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 112,168 shares
    Change vs previous 13F +18,051 shares

    0.09% of the 13F portfolio, value $3,349,336.

    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 94,117 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,849,863.

    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).