TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

C holding history

Citigroup 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.

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

Shares (Q2 2026): 38,884
Value: $5.44M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of C by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,884	$5.44M	0.1%	+1,126+3.0%	Added	Holders
Q1 2026	37,758	$4.28M	0.1%	−3,308−8.1%	Reduced	Holders
Q4 2025	41,066	$4.79M	0.1%	−2,626−6.0%	Reduced	Holders
Q3 2025	43,692	$4.43M	0.1%	+1,379+3.3%	Added	Holders
Q2 2025	42,313	$3.60M	0.1%	+1,570+3.9%	Added	Holders
Q1 2025	40,743	$2.89M	0.1%	+1,868+4.8%	Added	Holders
Q4 2024	38,875	$2.74M	0.1%	−537−1.4%	Reduced	Holders
Q3 2024	39,412	$2.47M	0.1%	+1,307+3.4%	Added	Holders
Q2 2024	38,105	$2.42M	0.1%	−7,022−15.6%	Reduced	Holders
Q1 2024	45,127	$2.85M	0.1%	+2,398+5.6%	Added	Holders
Q4 2023	42,729	$2.20M	0.1%	+2,881+7.2%	Added	Holders
Q3 2023	39,848	$1.64M	0.1%	−132−0.3%	Reduced	Holders
Q2 2023	39,980	$1.84M	0.1%	+1,939+5.1%	Added	Holders
Q1 2023	38,041	$1.78M	0.1%	−14,746−27.9%	Reduced	Holders
Q4 2022	52,787	$2.39M	0.1%	−13,498−20.4%	Reduced	Holders
Q3 2022	66,285	$2.77M	0.1%	+424+0.6%	Added	Holders
Q2 2022	65,861	$3.03M	0.1%	+7,743+13.3%	Added	Holders
Q1 2022	58,118	$3.10M	0.1%	+12,727+28.0%	Added	Holders
Q4 2021	45,391	$2.74M	0.1%	−3,470−7.1%	Reduced	Holders
Q3 2021	48,861	$3.43M	0.1%	−1,289−2.6%	Reduced	Holders
Q2 2021	50,150	$3.55M	0.2%	+1,076+2.2%	Added	Holders
Q1 2021	49,074	$3.57M	0.2%	–	–	Holders

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