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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

AMG holding history

Affiliated Managers Group, Inc. in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMG overviewAll 13F holders of AMGFull Q2 2026 holdings

Shares (Q2 2026)
1,512
Value
$511.7K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of AMG by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,512$511.7K<0.1%+158+11.7%AddedHolders
Q1 20261,354$374.7K<0.1%+170+14.4%AddedHolders
Q4 20251,184$341.3K<0.1%+295+33.2%AddedHolders
Q3 2025889$212.0K<0.1%−50−5.3%ReducedHolders
Q2 2025939$184.8K<0.1%+1+0.1%AddedHolders
Q1 2025938$157.6K<0.1%+133+16.5%AddedHolders
Q4 2024805$148.9K<0.1%−21−2.5%ReducedHolders
Q3 2024826$146.9K<0.1%+336+68.6%AddedHolders
Q2 2024490$76.6K<0.1%+490NewHolders
Q1 20220$00.0%−5−100.0%Sold outHolders
Q4 20215$823<0.1%−27−84.4%ReducedHolders
Q3 202132$4.83K<0.1%00.0%UnchangedHolders
Q2 202132$4.93K<0.1%00.0%UnchangedHolders
Q1 202132$4.77K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.