TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

ASAN holding history

Asana, 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.

ASAN overview All 13F holders of ASAN Full Q2 2026 holdings

Shares (Q2 2026): 124
Value: $868
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of ASAN by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	124	$868	<0.1%	+124	New	Holders
Q1 2026	0	$0	0.0%	−46−100.0%	Sold out	Holders
Q4 2025	46	$631	<0.1%	00.0%	Unchanged	Holders
Q3 2025	46	$615	<0.1%	+46	New	Holders