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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

DCI holding history

Donaldson Co 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.

DCI overviewAll 13F holders of DCIFull Q2 2026 holdings

Shares (Q2 2026)
3,700
Value
$332.1K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of DCI by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,700$332.1K<0.1%+5+0.1%AddedHolders
Q1 20263,695$313.6K<0.1%−51−1.4%ReducedHolders
Q4 20253,746$332.1K<0.1%+832+28.6%AddedHolders
Q3 20252,914$238.5K<0.1%−18−0.6%ReducedHolders
Q2 20252,932$203.3K<0.1%−59−2.0%ReducedHolders
Q1 20252,991$200.6K<0.1%+345+13.0%AddedHolders
Q4 20242,646$178.2K<0.1%+106+4.2%AddedHolders
Q3 20242,540$187.2K<0.1%+625+32.6%AddedHolders
Q2 20241,915$137.0K<0.1%−86−4.3%ReducedHolders
Q1 20242,001$149.4K<0.1%+543+37.2%AddedHolders
Q4 20231,458$95.3K<0.1%+492+50.9%AddedHolders
Q3 2023966$57.6K<0.1%+233+31.8%AddedHolders
Q2 2023733$45.8K<0.1%+346+89.4%AddedHolders
Q1 2023387$25.3K<0.1%−44−10.2%ReducedHolders
Q4 2022431$25.4K<0.1%−451−51.1%ReducedHolders
Q3 2022882$43.2K<0.1%+22+2.6%AddedHolders
Q2 2022860$41.4K<0.1%+7+0.8%AddedHolders
Q1 2022853$44.3K<0.1%+846+12,085.7%AddedHolders
Q4 20217$415<0.1%00.0%UnchangedHolders
Q3 20217$402<0.1%00.0%UnchangedHolders
Q2 20217$445<0.1%+7NewHolders