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Disclosery

TD PRIVATE CLIENT WEALTH LLC: UL position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 60,034 UL 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 60,034 shares
    Change vs previous 13F +470 shares

    0.07% of the 13F portfolio, value $3,609,244.

    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 59,564 shares
    Change vs previous 13F +23,987 shares

    0.07% of the 13F portfolio, value $3,393,361.

    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 35,577 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,326,736.

    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).