Skip to content
Disclosery

TD PRIVATE CLIENT WEALTH LLC: XLE position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 34,473 XLE 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 34,473 shares
    Change vs previous 13F -3,141 shares

    0.03% of the 13F portfolio, value $1,830,840.

    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 37,614 shares
    Change vs previous 13F -2,466 shares

    0.05% of the 13F portfolio, value $2,304,210.

    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 40,080 shares
    Change vs previous 13F +28,431 shares

    0.04% of the 13F portfolio, value $1,791,959.

    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 11,649 shares
    Change vs previous 13F -1,453 shares

    0.02% of the 13F portfolio, value $1,040,687.

    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 13,102 shares
    Change vs previous 13F +1,855 shares

    0.03% of the 13F portfolio, value $1,111,148.

    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 11,247 shares
    Change vs previous 13F -394 shares

    0.03% of the 13F portfolio, value $1,050,996.

    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 11,641 shares
    Change vs previous 13F -1,095 shares

    0.03% of the 13F portfolio, value $997,135.

    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 12,736 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,118,187.

    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).