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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q2 2026)
221
Value
$28.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IT by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026221$28.6K<0.1%+58+35.6%AddedHolders
Q1 2026163$25.8K<0.1%−31−16.0%ReducedHolders
Q4 2025194$48.9K<0.1%−10−4.9%ReducedHolders
Q3 2025204$53.6K<0.1%−34−14.3%ReducedHolders
Q2 2025238$96.2K<0.1%−2,704−91.9%ReducedHolders
Q1 20252,942$1.23M<0.1%+37+1.3%AddedHolders
Q4 20242,905$1.41M<0.1%−1,672−36.5%ReducedHolders
Q3 20244,577$2.32M0.1%−2,111−31.6%ReducedHolders
Q2 20246,688$3.00M0.1%−2,909−30.3%ReducedHolders
Q1 20249,597$4.57M0.2%−321−3.2%ReducedHolders
Q4 20239,918$4.47M0.2%−1,859−15.8%ReducedHolders
Q3 202311,777$4.05M0.2%−211−1.8%ReducedHolders
Q2 202311,988$4.20M0.2%−762−6.0%ReducedHolders
Q1 202312,750$4.15M0.2%+2,173+20.5%AddedHolders
Q4 202210,577$3.56M0.2%+5,089+92.7%AddedHolders
Q3 20225,488$1.52M0.1%+5,238+2,095.2%AddedHolders
Q2 2022250$60.5K<0.1%+8+3.3%AddedHolders
Q1 2022242$72.0K<0.1%−19−7.3%ReducedHolders
Q4 2021261$87.3K<0.1%+8+3.2%AddedHolders
Q3 2021253$76.9K<0.1%+9+3.7%AddedHolders
Q2 2021244$59.1K<0.1%+11+4.7%AddedHolders
Q1 2021233$42.5K<0.1%––Holders

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