TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings 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.

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

Shares (Q2 2026): 5,967
Value: $1.68M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of LPLA by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,967	$1.68M	<0.1%	−1,041−14.9%	Reduced	Holders
Q1 2026	7,008	$2.11M	<0.1%	−2,515−26.4%	Reduced	Holders
Q4 2025	9,523	$3.40M	0.1%	−3,932−29.2%	Reduced	Holders
Q3 2025	13,455	$4.48M	0.1%	−779−5.5%	Reduced	Holders
Q2 2025	14,234	$5.34M	0.1%	+2,168+18.0%	Added	Holders
Q1 2025	12,066	$3.95M	0.1%	−526−4.2%	Reduced	Holders
Q4 2024	12,592	$4.11M	0.1%	+513+4.2%	Added	Holders
Q3 2024	12,079	$2.81M	0.1%	+1,193+11.0%	Added	Holders
Q2 2024	10,886	$3.04M	0.1%	−3,291−23.2%	Reduced	Holders
Q1 2024	14,177	$3.75M	0.1%	+994+7.5%	Added	Holders
Q4 2023	13,183	$3.00M	0.1%	−480−3.5%	Reduced	Holders
Q3 2023	13,663	$3.25M	0.1%	−1,825−11.8%	Reduced	Holders
Q2 2023	15,488	$3.37M	0.1%	+3,761+32.1%	Added	Holders
Q1 2023	11,727	$2.37M	0.1%	−723−5.8%	Reduced	Holders
Q4 2022	12,450	$2.69M	0.1%	−5,454−30.5%	Reduced	Holders
Q3 2022	17,904	$3.91M	0.2%	−633−3.4%	Reduced	Holders
Q2 2022	18,537	$3.42M	0.2%	+88+0.5%	Added	Holders
Q1 2022	18,449	$3.37M	0.1%	+2,086+12.7%	Added	Holders
Q4 2021	16,363	$2.62M	0.1%	−537−3.2%	Reduced	Holders
Q3 2021	16,900	$2.65M	0.1%	−194−1.1%	Reduced	Holders
Q2 2021	17,094	$2.31M	0.1%	+178+1.1%	Added	Holders
Q1 2021	16,916	$2.40M	0.1%	–	–	Holders

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