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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

HLI holding history

Houlihan Lokey, 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.

HLI overviewAll 13F holders of HLIFull Q2 2026 holdings

Shares (Q2 2026)
25
Value
$3.35K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HLI by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625$3.35K<0.1%+3+13.6%AddedHolders
Q1 202622$3.16K<0.1%−17−43.6%ReducedHolders
Q4 202539$6.79K<0.1%+5+14.7%AddedHolders
Q3 202534$6.98K<0.1%00.0%UnchangedHolders
Q2 202534$6.12K<0.1%−21−38.2%ReducedHolders
Q1 202555$8.88K<0.1%+12+27.9%AddedHolders
Q4 202443$7.47K<0.1%−262−85.9%ReducedHolders
Q3 2024305$48.2K<0.1%+43+16.4%AddedHolders
Q2 2024262$35.3K<0.1%−82−23.8%ReducedHolders
Q1 2024344$44.1K<0.1%−1,146−76.9%ReducedHolders
Q4 20231,490$178.7K<0.1%00.0%UnchangedHolders
Q3 20231,490$159.6K<0.1%00.0%UnchangedHolders
Q2 20231,490$146.5K<0.1%00.0%UnchangedHolders
Q1 20231,490$130.4K<0.1%+1,146+333.1%AddedHolders
Q4 2022344$30.0K<0.1%00.0%UnchangedHolders
Q3 2022344$25.9K<0.1%00.0%UnchangedHolders
Q2 2022344$27.2K<0.1%00.0%UnchangedHolders
Q1 2022344$30.2K<0.1%00.0%UnchangedHolders
Q4 2021344$35.6K<0.1%00.0%UnchangedHolders
Q3 2021344$31.7K<0.1%00.0%UnchangedHolders
Q2 2021344$28.1K<0.1%−3−0.9%ReducedHolders
Q1 2021347$23.1K<0.1%––Holders

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