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Disclosery

TD PRIVATE CLIENT WEALTH LLC: SPY position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 291,642 SPY 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 291,642 shares
    Change vs previous 13F -12,161 shares

    4% of the 13F portfolio, value $217,789,552.

    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 303,803 shares
    Change vs previous 13F -4,754 shares

    4.1% of the 13F portfolio, value $197,575,039.

    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 308,557 shares
    Change vs previous 13F -13,693 shares

    4.48% of the 13F portfolio, value $210,411,346.

    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 322,250 shares
    Change vs previous 13F -22,449 shares

    4.84% of the 13F portfolio, value $214,676,410.

    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 344,699 shares
    Change vs previous 13F -4,115 shares

    5.23% of the 13F portfolio, value $212,972,421.

    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 348,814 shares
    Change vs previous 13F +7,934 shares

    5.37% of the 13F portfolio, value $195,123,258.

    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 340,880 shares
    Change vs previous 13F -7,640 shares

    5.59% of the 13F portfolio, value $199,782,991.

    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 348,520 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $199,966,961.

    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).