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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

DOX holding history

Amdocs Ltd 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.

DOX overviewAll 13F holders of DOXFull Q2 2026 holdings

Shares (Q2 2026)
163
Value
$8.24K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DOX by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026163$8.24K<0.1%+34+26.4%AddedHolders
Q1 2026129$8.42K<0.1%+11+9.3%AddedHolders
Q4 2025118$9.50K<0.1%−12−9.2%ReducedHolders
Q3 2025130$10.7K<0.1%00.0%UnchangedHolders
Q2 2025130$11.9K<0.1%+12+10.2%AddedHolders
Q1 2025118$10.8K<0.1%00.0%UnchangedHolders
Q4 2024118$10.0K<0.1%−117−49.8%ReducedHolders
Q3 2024235$20.6K<0.1%00.0%UnchangedHolders
Q2 2024235$18.5K<0.1%−10−4.1%ReducedHolders
Q1 2024245$22.1K<0.1%00.0%UnchangedHolders
Q4 2023245$21.5K<0.1%00.0%UnchangedHolders
Q3 2023245$20.7K<0.1%+103+72.5%AddedHolders
Q2 2023142$14.0K<0.1%00.0%UnchangedHolders
Q1 2023142$13.6K<0.1%00.0%UnchangedHolders
Q4 2022142$12.9K<0.1%−37−20.7%ReducedHolders
Q3 2022179$14.2K<0.1%00.0%UnchangedHolders
Q2 2022179$14.9K<0.1%00.0%UnchangedHolders
Q1 2022179$14.7K<0.1%−13−6.8%ReducedHolders
Q4 2021192$14.4K<0.1%−41−17.6%ReducedHolders
Q3 2021233$17.6K<0.1%+15+6.9%AddedHolders
Q2 2021218$16.9K<0.1%+35+19.1%AddedHolders
Q1 2021183$12.8K<0.1%––Holders

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