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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

IX holding history

Orix 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.

IX overviewAll 13F holders of IXFull Q2 2026 holdings

Shares (Q2 2026)
7,032
Value
$267.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of IX by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,032$267.5K<0.1%+2,088+42.2%AddedHolders
Q1 20264,944$148.3K<0.1%+4,857+5,582.8%AddedHolders
Q4 202587$2.54K<0.1%−18−17.1%ReducedHolders
Q3 2025105$2.74K<0.1%00.0%UnchangedHolders
Q2 2025105$2.37K<0.1%+105NewHolders
Q1 20250$00.0%−130−100.0%Sold outConverted for a 5-for-1 splitHolders
Q4 202426$2.76K<0.1%00.0%UnchangedHolders
Q3 202426$3.02K<0.1%00.0%UnchangedHolders
Q2 202426$2.89K<0.1%+15+136.4%AddedHolders
Q1 202411$1.21K<0.1%00.0%UnchangedHolders
Q4 202311$1.03K<0.1%00.0%UnchangedHolders
Q3 202311$1.03K<0.1%00.0%UnchangedHolders
Q2 202311$1.00K<0.1%00.0%UnchangedHolders
Q1 202311$903<0.1%00.0%UnchangedHolders
Q4 202211$886<0.1%00.0%UnchangedHolders
Q3 202211$777<0.1%00.0%UnchangedHolders
Q2 202211$926<0.1%00.0%UnchangedHolders
Q1 202211$1.10K<0.1%−50−82.0%ReducedHolders
Q4 202161$6.21K<0.1%00.0%UnchangedHolders
Q3 202161$5.77K<0.1%−233−79.3%ReducedHolders
Q2 2021294$24.9K<0.1%+27+10.1%AddedHolders
Q1 2021267$22.6K<0.1%––Holders

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