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TD PRIVATE CLIENT WEALTH LLC: SUB position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 159,941 SUB 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 159,941 shares
    Change vs previous 13F +10,419 shares

    0.31% of the 13F portfolio, value $17,028,876.

    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 149,522 shares
    Change vs previous 13F +17,310 shares

    0.33% of the 13F portfolio, value $15,924,096.

    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 132,212 shares
    Change vs previous 13F +27,926 shares

    0.3% of the 13F portfolio, value $14,106,998.

    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 104,286 shares
    Change vs previous 13F +16,279 shares

    0.25% of the 13F portfolio, value $11,135,610.

    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 88,007 shares
    Change vs previous 13F +20,200 shares

    0.23% of the 13F portfolio, value $9,358,664.

    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 67,807 shares
    Change vs previous 13F +17,636 shares

    0.2% of the 13F portfolio, value $7,160,419.

    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 50,171 shares
    Change vs previous 13F +18,177 shares

    0.15% of the 13F portfolio, value $5,292,037.

    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 31,994 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,397,443.

    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).