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TD PRIVATE CLIENT WEALTH LLC: T position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 223,804 T 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 223,804 shares
    Change vs previous 13F -14,294 shares

    0.09% of the 13F portfolio, value $4,632,750.

    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 238,098 shares
    Change vs previous 13F +51,706 shares

    0.14% of the 13F portfolio, value $6,902,471.

    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 186,392 shares
    Change vs previous 13F -36,932 shares

    0.1% of the 13F portfolio, value $4,629,986.

    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 223,324 shares
    Change vs previous 13F +58,038 shares

    0.14% of the 13F portfolio, value $6,306,680.

    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 165,286 shares
    Change vs previous 13F +34,654 shares

    0.12% of the 13F portfolio, value $4,783,369.

    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 130,632 shares
    Change vs previous 13F -43,614 shares

    0.1% of the 13F portfolio, value $3,694,286.

    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 174,246 shares
    Change vs previous 13F -23,069 shares

    0.11% of the 13F portfolio, value $3,967,579.

    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 197,315 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,340,936.

    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).