Skip to main content
Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

FDS holding history

Factset Research Systems 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q2 2026)
610
Value
$140.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FDS by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026610$140.3K<0.1%+596+4,257.1%AddedHolders
Q1 202614$3.04K<0.1%−153−91.6%ReducedHolders
Q4 2025167$48.5K<0.1%+127+317.5%AddedHolders
Q3 202540$11.5K<0.1%+2+5.3%AddedHolders
Q2 202538$17.0K<0.1%−1−2.6%ReducedHolders
Q1 202539$17.7K<0.1%+6+18.2%AddedHolders
Q4 202433$15.8K<0.1%+1+3.1%AddedHolders
Q3 202432$14.7K<0.1%−10−23.8%ReducedHolders
Q2 202442$17.1K<0.1%−64−60.4%ReducedHolders
Q1 2024106$48.2K<0.1%00.0%UnchangedHolders
Q4 2023106$50.6K<0.1%00.0%UnchangedHolders
Q3 2023106$46.4K<0.1%00.0%UnchangedHolders
Q2 2023106$42.5K<0.1%00.0%UnchangedHolders
Q1 2023106$44.0K<0.1%+10+10.4%AddedHolders
Q4 202296$38.5K<0.1%+3+3.2%AddedHolders
Q3 202293$37.2K<0.1%00.0%UnchangedHolders
Q2 202293$35.8K<0.1%+20+27.4%AddedHolders
Q1 202273$31.7K<0.1%+6+9.0%AddedHolders
Q4 202167$32.6K<0.1%00.0%UnchangedHolders
Q3 202167$26.4K<0.1%00.0%UnchangedHolders
Q2 202167$22.5K<0.1%00.0%UnchangedHolders
Q1 202167$20.7K<0.1%––Holders

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