TD PRIVATE CLIENT WEALTH LLC: WTPI position timeline

TD PRIVATE CLIENT WEALTH LLC held 0 WTPI 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 0 shares

   Change vs previous 13F -642 shares

   13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT WEALTH LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 642 shares

   Change vs previous 13F -2,663 shares

   <0.01% of the 13F portfolio, value $20,486.

   13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT WEALTH LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,305 shares

   Change vs previous 13F +3,305 shares

   <0.01% of the 13F portfolio, value $109,131.

   13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -9,369 shares

   13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 9,369 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $308,859.

   13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).