TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

INTU holding history

Intuit 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.

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

Shares (Q2 2026): 4,445
Value: $1.16M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of INTU by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,445	$1.16M	<0.1%	−1,986−30.9%	Reduced	Holders
Q1 2026	6,431	$2.78M	0.1%	+1,287+25.0%	Added	Holders
Q4 2025	5,144	$3.41M	0.1%	−1,038−16.8%	Reduced	Holders
Q3 2025	6,182	$4.22M	0.1%	+85+1.4%	Added	Holders
Q2 2025	6,097	$4.80M	0.1%	−19−0.3%	Reduced	Holders
Q1 2025	6,116	$3.76M	0.1%	−2,060−25.2%	Reduced	Holders
Q4 2024	8,176	$5.14M	0.1%	−138−1.7%	Reduced	Holders
Q3 2024	8,314	$5.16M	0.1%	−663−7.4%	Reduced	Holders
Q2 2024	8,977	$5.90M	0.2%	−288−3.1%	Reduced	Holders
Q1 2024	9,265	$6.02M	0.2%	−328−3.4%	Reduced	Holders
Q4 2023	9,593	$6.00M	0.2%	−1,155−10.7%	Reduced	Holders
Q3 2023	10,748	$5.49M	0.2%	−235−2.1%	Reduced	Holders
Q2 2023	10,983	$5.03M	0.2%	−6,242−36.2%	Reduced	Holders
Q1 2023	17,225	$7.68M	0.3%	−938−5.2%	Reduced	Holders
Q4 2022	18,163	$7.07M	0.3%	−378−2.0%	Reduced	Holders
Q3 2022	18,541	$7.18M	0.4%	−139−0.7%	Reduced	Holders
Q2 2022	18,680	$7.20M	0.4%	−510−2.7%	Reduced	Holders
Q1 2022	19,190	$9.23M	0.4%	+1,124+6.2%	Added	Holders
Q4 2021	18,066	$11.6M	0.5%	−1,632−8.3%	Reduced	Holders
Q3 2021	19,698	$10.6M	0.5%	−860−4.2%	Reduced	Holders
Q2 2021	20,558	$10.1M	0.4%	+293+1.4%	Added	Holders
Q1 2021	20,265	$7.76M	0.4%	–	–	Holders

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