TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

IBKR holding history

Interactive Brokers Group, 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.

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

Shares (Q2 2026): 36,376
Value: $3.17M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of IBKR by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,376	$3.17M	0.1%	−8,925−19.7%	Reduced	Holders
Q1 2026	45,301	$3.04M	0.1%	−1,844−3.9%	Reduced	Holders
Q4 2025	47,145	$3.03M	0.1%	−6,826−12.6%	Reduced	Holders
Q3 2025	53,971	$3.71M	0.1%	−6,145−10.2%	Reduced	Holders
Q2 2025	60,116	$3.33M	0.1%	−15,552−20.6%	ReducedConverted for a 4-for-1 split	Holders
Q1 2025	18,917	$3.13M	0.1%	−36−0.2%	Reduced	Holders
Q4 2024	18,953	$3.35M	0.1%	−844−4.3%	Reduced	Holders
Q3 2024	19,797	$2.76M	0.1%	+69+0.3%	Added	Holders
Q2 2024	19,728	$2.42M	0.1%	−995−4.8%	Reduced	Holders
Q1 2024	20,723	$2.31M	0.1%	+106+0.5%	Added	Holders
Q4 2023	20,617	$1.71M	0.1%	−535−2.5%	Reduced	Holders
Q3 2023	21,152	$1.83M	0.1%	−8,379−28.4%	Reduced	Holders
Q2 2023	29,531	$2.45M	0.1%	−830−2.7%	Reduced	Holders
Q1 2023	30,361	$2.51M	0.1%	−845−2.7%	Reduced	Holders
Q4 2022	31,206	$2.26M	0.1%	−1,673−5.1%	Reduced	Holders
Q3 2022	32,879	$2.10M	0.1%	−732−2.2%	Reduced	Holders
Q2 2022	33,611	$1.85M	0.1%	+40+0.1%	Added	Holders
Q1 2022	33,571	$2.21M	0.1%	+2,001+6.3%	Added	Holders
Q4 2021	31,570	$2.51M	0.1%	−1,131−3.5%	Reduced	Holders
Q3 2021	32,701	$2.04M	0.1%	−532−1.6%	Reduced	Holders
Q2 2021	33,233	$2.18M	0.1%	+911+2.8%	Added	Holders
Q1 2021	32,322	$2.36M	0.1%	–	–	Holders

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