TD PRIVATE CLIENT WEALTH LLC: SWKS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD PRIVATE CLIENT WEALTH LLC on SWKS, newest first. How the timeline and the estimate are built.
TD PRIVATE CLIENT WEALTH LLC held 219 SWKS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 219 sharesChange vs previous 13F -44 shares
<0.01% of the 13F portfolio, value $14,848.
13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 263 sharesChange vs previous 13F -113 shares
<0.01% of the 13F portfolio, value $14,084.
13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 376 sharesChange vs previous 13F -27 shares
<0.01% of the 13F portfolio, value $23,842.
13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 403 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $31,023.
13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 400 sharesChange vs previous 13F +59 shares
<0.01% of the 13F portfolio, value $29,808.
13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 341 sharesChange vs previous 13F -23 shares
<0.01% of the 13F portfolio, value $22,039.
13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 364 sharesChange vs previous 13F -41 shares
<0.01% of the 13F portfolio, value $32,280.
13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 405 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $40,002.
13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).