TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

HQY holding history

Healthequity, 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.

HQY overview All 13F holders of HQY Full Q2 2026 holdings

Shares (Q2 2026): 4
Value: $361
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of HQY by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4	$361	<0.1%	00.0%	Unchanged	Holders
Q1 2026	4	$334	<0.1%	+4	New	Holders
Q2 2025	0	$0	0.0%	−16−100.0%	Sold out	Holders
Q1 2025	16	$1.41K	<0.1%	+16	New	Holders