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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

FISV holding history

Fiserv 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.

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q2 2026)
1,620
Value
$79.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FISV by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,620$79.5K<0.1%+347+27.3%AddedHolders
Q1 20261,273$71.0K<0.1%+235+22.6%AddedHolders
Q4 20251,038$69.7K<0.1%−310−23.0%ReducedHolders
Q3 20251,348$173.8K<0.1%−10,401−88.5%ReducedHolders
Q2 202511,749$2.03M<0.1%−8,418−41.7%ReducedHolders
Q1 202520,167$4.45M0.1%+15,727+354.2%AddedHolders
Q4 20244,440$912.1K<0.1%+1,160+35.4%AddedHolders
Q3 20243,280$589.3K<0.1%+74+2.3%AddedHolders
Q2 20243,206$477.8K<0.1%+29+0.9%AddedHolders
Q1 20243,177$507.7K<0.1%+228+7.7%AddedHolders
Q4 20232,949$391.7K<0.1%+458+18.4%AddedHolders
Q3 20232,491$281.4K<0.1%+78+3.2%AddedHolders
Q2 20232,413$304.4K<0.1%+744+44.6%AddedHolders
Q1 20231,669$188.6K<0.1%−108−6.1%ReducedHolders
Q4 20221,777$179.6K<0.1%+83+4.9%AddedHolders
Q3 20221,694$158.5K<0.1%+187+12.4%AddedHolders
Q2 20221,507$134.1K<0.1%−805−34.8%ReducedHolders
Q1 20222,312$234.4K<0.1%−50−2.1%ReducedHolders
Q4 20212,362$245.2K<0.1%−60−2.5%ReducedHolders
Q3 20212,422$262.8K<0.1%+44+1.9%AddedHolders
Q2 20212,378$254.2K<0.1%+78+3.4%AddedHolders
Q1 20212,300$273.8K<0.1%––Holders

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