TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- Latest filing
- Aug 4, 2026
BBT holding history
Beacon Financial 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.
BBT overviewAll 13F holders of BBTFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,212−100.0% | Sold out | Holders |
| Q1 2026 | 1,212 | $36.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 1,212 | $32.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,212 | $28.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,212 | $30.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,212 | $31.6K | <0.1% | +362+42.6% | Added | Holders |
| Q4 2024 | 850 | $24.2K | <0.1% | +57+7.2% | Added | Holders |
| Q3 2024 | 793 | $21.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 793 | $18.1K | <0.1% | −415−34.4% | Reduced | Holders |
| Q1 2024 | 1,208 | $27.7K | <0.1% | +456+60.6% | Added | Holders |
| Q4 2023 | 752 | $18.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 752 | $15.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 752 | $15.6K | <0.1% | +329+77.8% | Added | Holders |
| Q1 2023 | 423 | $10.6K | <0.1% | +423 | New | Holders |