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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

ARES holding history

Ares Management Corp 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.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
4,511
Value
$502.1K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2022
Holdings of ARES by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,511$502.1K<0.1%−556−11.0%ReducedHolders
Q1 20265,067$552.8K<0.1%−308−5.7%ReducedHolders
Q4 20255,375$868.8K<0.1%−692−11.4%ReducedHolders
Q3 20256,067$970.1K<0.1%−521−7.9%ReducedHolders
Q2 20256,588$1.14M<0.1%−203−3.0%ReducedHolders
Q1 20256,791$995.6K<0.1%+383+6.0%AddedHolders
Q4 20246,408$1.13M<0.1%+601+10.3%AddedHolders
Q3 20245,807$905.0K<0.1%+5,807NewHolders
Q2 20240$00.0%−5−100.0%Sold outHolders
Q1 20245$665<0.1%−1,686−99.7%ReducedHolders
Q4 20231,691$201.1K<0.1%−851−33.5%ReducedHolders
Q3 20232,542$261.5K<0.1%−323−11.3%ReducedHolders
Q2 20232,865$276.0K<0.1%+153+5.6%AddedHolders
Q1 20232,712$226.3K<0.1%+2,712NewHolders
Q2 20220$00.0%−20−100.0%Sold outHolders
Q1 202220$1.63K<0.1%+20NewHolders