TD PRIVATE CLIENT WEALTH LLC SEC EDGAR Filings (CIK 0001551017)

SEC EDGAR filings, ownership reports, and insider transactions for TD PRIVATE CLIENT WEALTH LLC.

Business address
1 Vanderbilt Avenue, 23 Rd Floor, New York, NY, 10017
Top securities (13F)
SPLG, IEFA, SPY, VMBS, GOVT, DGRO, VOOG, VIG, IGIB, VGSH, VXF, SHY, MSFT, TLT, VCSH, IEMG, NVDA, EFA, IEI, and AGG
State of incorporation
DE
Fiscal year end
31 October
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TD PRIVATE CLIENT WEALTH LLC has filed 44 SEC EDGAR filings since 23 Dec 2013

Latest Filings

Recent SEC filings for TD PRIVATE CLIENT WEALTH LLC including X-17A-5, 13F-HR, N-PX and more.

Form type Document Filing Description Filing date Reporting date File number(s)
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 18 Dec 2025 31 Oct 2025 008-69105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2025 30 Sep 2025 028-24317
N-PX Open N-PX document View SEC filing for N-PX 20 Aug 2025 30 Jun 2025 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2025 30 Jun 2025 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2025 31 Mar 2025 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2025 31 Dec 2024 028-24317
X-17A-5/A Open X-17A-5/A document View SEC filing for X-17A-5/A 29 Jan 2025 31 Oct 2024 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 30 Dec 2024 31 Oct 2024 008-69105
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Nov 2024 30 Sep 2024 028-24317
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Mar 2024 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Dec 2023 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 30 Sep 2023 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 30 Jun 2023 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Mar 2023 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Dec 2022 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 30 Sep 2022 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 30 Jun 2022 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Mar 2022 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Dec 2021 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 30 Sep 2021 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 30 Jun 2021 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Mar 2021 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Dec 2020 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 30 Sep 2020 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 30 Jun 2020 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Mar 2020 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2024 31 Dec 2019 028-24317
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-24317
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 22 Dec 2023 31 Oct 2023 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 20 Dec 2022 31 Oct 2022 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 22 Dec 2021 31 Oct 2021 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 21 Dec 2020 31 Oct 2020 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 23 Dec 2019 31 Oct 2019 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 19 Dec 2018 31 Oct 2018 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 29 Mar 2018 31 Oct 2017 008-69105
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 22 Dec 2016 31 Oct 2016 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 22 Dec 2016 31 Oct 2016 008-69105
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 31 Dec 2015 31 Oct 2015 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 31 Dec 2015 31 Oct 2015 008-69105
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 22 Dec 2014 31 Oct 2014 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 22 Dec 2014 31 Oct 2014 008-69105
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 23 Dec 2013 31 Oct 2013 008-69105
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 23 Dec 2013 31 Oct 2013 008-69105

About this filer

TD PRIVATE CLIENT WEALTH LLC files with the SEC under CIK 0001551017. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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