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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

NJR holding history

New Jersey Resources 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.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
27
Value
$1.51K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of NJR by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627$1.51K<0.1%+22+440.0%AddedHolders
Q1 20265$275<0.1%00.0%UnchangedHolders
Q4 20255$231<0.1%+5NewHolders
Q3 20230$00.0%−1,281−100.0%Sold outHolders
Q2 20231,281$60.5K<0.1%+1,281NewHolders
Q3 20220$00.0%−2,562−100.0%Sold outHolders
Q2 20222,562$114.1K<0.1%00.0%UnchangedHolders
Q1 20222,562$117.5K<0.1%00.0%UnchangedHolders
Q4 20212,562$105.2K<0.1%00.0%UnchangedHolders
Q3 20212,562$89.2K<0.1%00.0%UnchangedHolders
Q2 20212,562$101.4K<0.1%00.0%UnchangedHolders
Q1 20212,562$102.1K<0.1%––Holders

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