TD Private Client Wealth LLC
- SEC CIK
- 0001551017
- Latest filing
- Aug 4, 2026
CERT holding history
Certara, 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.
CERT overviewAll 13F holders of CERTFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −113−100.0% | Sold out | Holders |
| Q1 2026 | 113 | $644 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 113 | $996 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 113 | $1.38K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 113 | $1.32K | <0.1% | −101−47.2% | Reduced | Holders |
| Q1 2025 | 214 | $2.12K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 214 | $2.28K | <0.1% | −72−25.2% | Reduced | Holders |
| Q3 2024 | 286 | $3.35K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 286 | $3.96K | <0.1% | +70+32.4% | Added | Holders |
| Q1 2024 | 216 | $3.86K | <0.1% | +145+204.2% | Added | Holders |
| Q4 2023 | 71 | $1.25K | <0.1% | +71 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −113−100.0% | Sold out | Holders |
| Q1 2023 | 113 | $2.72K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 113 | $1.82K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 113 | $1.50K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 113 | $2.42K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 113 | $2.43K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 113 | $3.21K | <0.1% | +113 | New | Holders |