CIVI β€” CIVITAS RES INC COM

Ownership history in TD PRIVATE CLIENT WEALTH LLC  Β·  5 quarters on record

AI Ownership Summary

TD PRIVATE CLIENT WEALTH LLC reported CIVITAS RES INC COM (CIVI) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows CIVI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CIVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TD PRIVATE CLIENT WEALTH LLC's position in CIVITAS RES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CIVI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TD PRIVATE CLIENT WEALTH LLC held CIVI β€” position size vs. price
% of Fund (quarterly)    CIVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 121 -21 -14.8% 0.00% $4K 2025-10-27 $28.09
2025 Q2 REDUCED 142 -30 -17.4% 0.00% $4K 2025-07-15 $27.63
2025 Q1 UNCHANGED 172 β€” 0% 0.00% $6K 2025-04-29 $27.48
2024 Q4 ADDED 172 +31 +22.0% 0.00% $8K 2025-02-11 $48.40
2024 Q3 INITIATED 141 β€” β€” 0.00% $7K 2024-11-18 $48.29

FAQ About TD PRIVATE CLIENT WEALTH LLC and CIVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has TD PRIVATE CLIENT WEALTH LLC reported owning CIVI?

TD PRIVATE CLIENT WEALTH LLC reported CIVI across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported CIVI position in TD PRIVATE CLIENT WEALTH LLC's portfolio?

The largest reported portfolio weight for CIVI was 0.00% in 2024 Q4.

What is the latest reported CIVI position on this page?

The most recent filing on this page is 2025 Q3, when TD PRIVATE CLIENT WEALTH LLC reported 121 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this CIVI ownership page compare?

The chart compares TD PRIVATE CLIENT WEALTH LLC's quarterly CIVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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