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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

CBRE holding history

Cbre Group, 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.

CBRE overviewAll 13F holders of CBREFull Q2 2026 holdings

Shares (Q2 2026)
3,974
Value
$535.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CBRE by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,974$535.3K<0.1%−9,734−71.0%ReducedHolders
Q1 202613,708$1.86M<0.1%−912−6.2%ReducedHolders
Q4 202514,620$2.35M0.1%+160+1.1%AddedHolders
Q3 202514,460$2.28M0.1%+1,557+12.1%AddedHolders
Q2 202512,903$1.81M<0.1%+169+1.3%AddedHolders
Q1 202512,734$1.67M<0.1%+9,501+293.9%AddedHolders
Q4 20243,233$424.5K<0.1%+338+11.7%AddedHolders
Q3 20242,895$360.4K<0.1%+709+32.4%AddedHolders
Q2 20242,186$194.8K<0.1%+60+2.8%AddedHolders
Q1 20242,126$206.7K<0.1%−2,221−51.1%ReducedHolders
Q4 20234,347$404.7K<0.1%+248+6.1%AddedHolders
Q3 20234,099$302.8K<0.1%+723+21.4%AddedHolders
Q2 20233,376$272.5K<0.1%−503−13.0%ReducedHolders
Q1 20233,879$282.4K<0.1%+2,129+121.7%AddedHolders
Q4 20221,750$134.7K<0.1%+10+0.6%AddedHolders
Q3 20221,740$117.5K<0.1%+220+14.5%AddedHolders
Q2 20221,520$111.9K<0.1%+278+22.4%AddedHolders
Q1 20221,242$113.7K<0.1%+623+100.6%AddedHolders
Q4 2021619$67.2K<0.1%−147−19.2%ReducedHolders
Q3 2021766$74.6K<0.1%+13+1.7%AddedHolders
Q2 2021753$64.6K<0.1%−17−2.2%ReducedHolders
Q1 2021770$60.9K<0.1%––Holders

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