Skip to main content
Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

DT holding history

Dynatrace, 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.

DT overviewAll 13F holders of DTFull Q2 2026 holdings

Shares (Q2 2026)
3,117
Value
$136.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DT by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,117$136.9K<0.1%+1,132+57.0%AddedHolders
Q1 20261,985$73.4K<0.1%−14,623−88.0%ReducedHolders
Q4 202516,608$719.8K<0.1%−1,108−6.3%ReducedHolders
Q3 202517,716$858.3K<0.1%−2,982−14.4%ReducedHolders
Q2 202520,698$1.14M<0.1%−1,490−6.7%ReducedHolders
Q1 202522,188$1.05M<0.1%−265−1.2%ReducedHolders
Q4 202422,453$1.22M<0.1%−117−0.5%ReducedHolders
Q3 202422,570$1.21M<0.1%+675+3.1%AddedHolders
Q2 202421,895$979.6K<0.1%+145+0.7%AddedHolders
Q1 202421,750$1.01M<0.1%+384+1.8%AddedHolders
Q4 202321,366$1.17M<0.1%−785−3.5%ReducedHolders
Q3 202322,151$1.04M<0.1%+113+0.5%AddedHolders
Q2 202322,038$1.13M<0.1%+687+3.2%AddedHolders
Q1 202321,351$903.1K<0.1%−5,732−21.2%ReducedHolders
Q4 202227,083$1.04M<0.1%−440−1.6%ReducedHolders
Q3 202227,523$958.1K<0.1%−732−2.6%ReducedHolders
Q2 202228,255$1.11M0.1%−641−2.2%ReducedHolders
Q1 202228,896$1.36M0.1%+6,276+27.7%AddedHolders
Q4 202122,620$1.37M0.1%−714−3.1%ReducedHolders
Q3 202123,334$1.66M0.1%−4,332−15.7%ReducedHolders
Q2 202127,666$1.62M0.1%+810+3.0%AddedHolders
Q1 202126,856$1.30M0.1%––Holders

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