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TD PRIVATE CLIENT WEALTH LLC: TFI position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 350,211 TFI 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 350,211 shares
    Change vs previous 13F +30,562 shares

    0.29% of the 13F portfolio, value $16,039,644.

    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 319,649 shares
    Change vs previous 13F +73,192 shares

    0.3% of the 13F portfolio, value $14,492,886.

    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 246,457 shares
    Change vs previous 13F +47,983 shares

    0.24% of the 13F portfolio, value $11,265,549.

    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 198,474 shares
    Change vs previous 13F +46,592 shares

    0.2% of the 13F portfolio, value $9,044,460.

    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 151,882 shares
    Change vs previous 13F -48,140 shares

    0.17% of the 13F portfolio, value $6,784,569.

    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 200,022 shares
    Change vs previous 13F +13,480 shares

    0.25% of the 13F portfolio, value $9,014,992.

    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 186,542 shares
    Change vs previous 13F +45,010 shares

    0.24% of the 13F portfolio, value $8,510,046.

    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 141,532 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,627,944.

    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).