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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

IEX holding history

Idex Corp 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.

IEX overviewAll 13F holders of IEXFull Q2 2026 holdings

Shares (Q2 2026)
150
Value
$34.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IEX by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150$34.0K<0.1%+30+25.0%AddedHolders
Q1 2026120$22.7K<0.1%+2+1.7%AddedHolders
Q4 2025118$21.0K<0.1%+22+22.9%AddedHolders
Q3 202596$15.6K<0.1%+30+45.5%AddedHolders
Q2 202566$11.6K<0.1%−46−41.1%ReducedHolders
Q1 2025112$20.3K<0.1%−92−45.1%ReducedHolders
Q4 2024204$42.7K<0.1%00.0%UnchangedHolders
Q3 2024204$43.8K<0.1%−15−6.8%ReducedHolders
Q2 2024219$44.1K<0.1%−44−16.7%ReducedHolders
Q1 2024263$64.2K<0.1%+29+12.4%AddedHolders
Q4 2023234$50.8K<0.1%+60+34.5%AddedHolders
Q3 2023174$36.2K<0.1%−26−13.0%ReducedHolders
Q2 2023200$43.1K<0.1%+46+29.9%AddedHolders
Q1 2023154$35.6K<0.1%−7−4.3%ReducedHolders
Q4 2022161$36.8K<0.1%+17+11.8%AddedHolders
Q3 2022144$28.8K<0.1%+3+2.1%AddedHolders
Q2 2022141$25.6K<0.1%+7+5.2%AddedHolders
Q1 2022134$25.7K<0.1%+41+44.1%AddedHolders
Q4 202193$22.0K<0.1%+13+16.3%AddedHolders
Q3 202180$16.6K<0.1%+11+15.9%AddedHolders
Q2 202169$15.2K<0.1%+3+4.5%AddedHolders
Q1 202166$13.8K<0.1%––Holders

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