Skip to main content

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

OZK holding history

Bank OZK 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.

OZK overviewAll 13F holders of OZKFull Q2 2026 holdings

Shares (Q2 2026)
16
Value
$833
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OZK by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616$833<0.1%00.0%UnchangedHolders
Q1 202616$734<0.1%−770−98.0%ReducedHolders
Q4 2025786$36.2K<0.1%00.0%UnchangedHolders
Q3 2025786$40.1K<0.1%00.0%UnchangedHolders
Q2 2025786$37.0K<0.1%+16+2.1%AddedHolders
Q1 2025770$33.5K<0.1%00.0%UnchangedHolders
Q4 2024770$34.3K<0.1%+47+6.5%AddedHolders
Q3 2024723$31.1K<0.1%−795−52.4%ReducedHolders
Q2 20241,518$62.2K<0.1%−2,602−63.2%ReducedHolders
Q1 20244,120$187.3K<0.1%−921−18.3%ReducedHolders
Q4 20235,041$251.2K<0.1%−146−2.8%ReducedHolders
Q3 20235,187$192.3K<0.1%00.0%UnchangedHolders
Q2 20235,187$208.3K<0.1%+748+16.9%AddedHolders
Q1 20234,439$151.8K<0.1%+3,836+636.2%AddedHolders
Q4 2022603$24.2K<0.1%−77−11.3%ReducedHolders
Q3 2022680$26.9K<0.1%−200−22.7%ReducedHolders
Q2 2022880$33.0K<0.1%−187−17.5%ReducedHolders
Q1 20221,067$45.6K<0.1%−31−2.8%ReducedHolders
Q4 20211,098$51.1K<0.1%−24−2.1%ReducedHolders
Q3 20211,122$48.2K<0.1%−23−2.0%ReducedHolders
Q2 20211,145$48.3K<0.1%−44,982−97.5%ReducedHolders
Q1 202146,127$1.88M0.1%––Holders

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