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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

BEN holding history

Franklin Templeton 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.

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q2 2026)
672
Value
$22.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BEN by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026672$22.4K<0.1%−21−3.0%ReducedHolders
Q1 2026693$16.4K<0.1%+20+3.0%AddedHolders
Q4 2025673$16.1K<0.1%−65−8.8%ReducedHolders
Q3 2025738$17.1K<0.1%+53+7.7%AddedHolders
Q2 2025685$16.3K<0.1%+298+77.0%AddedHolders
Q1 2025387$7.45K<0.1%+33+9.3%AddedHolders
Q4 2024354$7.18K<0.1%−162−31.4%ReducedHolders
Q3 2024516$10.4K<0.1%−644−55.5%ReducedHolders
Q2 20241,160$25.9K<0.1%+105+10.0%AddedHolders
Q1 20241,055$29.7K<0.1%00.0%UnchangedHolders
Q4 20231,055$31.4K<0.1%+576+120.3%AddedHolders
Q3 2023479$11.8K<0.1%−183−27.6%ReducedHolders
Q2 2023662$17.7K<0.1%−37−5.3%ReducedHolders
Q1 2023699$18.8K<0.1%−459−39.6%ReducedHolders
Q4 20221,158$30.5K<0.1%+45+4.0%AddedHolders
Q3 20221,113$24.0K<0.1%+168+17.8%AddedHolders
Q2 2022945$22.0K<0.1%−199−17.4%ReducedHolders
Q1 20221,144$31.9K<0.1%+225+24.5%AddedHolders
Q4 2021919$30.8K<0.1%−393−30.0%ReducedHolders
Q3 20211,312$39.0K<0.1%−354−21.2%ReducedHolders
Q2 20211,666$53.3K<0.1%−61−3.5%ReducedHolders
Q1 20211,727$51.1K<0.1%––Holders

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