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TD PRIVATE CLIENT WEALTH LLC: ZWS position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 33,884 ZWS 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 33,884 shares
    Change vs previous 13F -4,634 shares

    0.03% of the 13F portfolio, value $1,712,159.

    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 38,518 shares
    Change vs previous 13F -3,566 shares

    0.04% of the 13F portfolio, value $1,727,147.

    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 42,084 shares
    Change vs previous 13F -7,651 shares

    0.04% of the 13F portfolio, value $1,956,485.

    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 49,735 shares
    Change vs previous 13F -4,696 shares

    0.05% of the 13F portfolio, value $2,339,037.

    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 54,431 shares
    Change vs previous 13F -2,628 shares

    0.05% of the 13F portfolio, value $1,990,542.

    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 57,059 shares
    Change vs previous 13F -3,469 shares

    0.05% of the 13F portfolio, value $1,881,806.

    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 60,528 shares
    Change vs previous 13F -2,105 shares

    0.06% of the 13F portfolio, value $2,257,694.

    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 62,633 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,251,030.

    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).