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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

PFG holding history

Principal Financial Group 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.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
17,647
Value
$1.90M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,647$1.90M<0.1%+2,409+15.8%AddedHolders
Q1 202615,238$1.37M<0.1%+14,892+4,304.0%AddedHolders
Q4 2025346$30.5K<0.1%−10−2.8%ReducedHolders
Q3 2025356$29.5K<0.1%+47+15.2%AddedHolders
Q2 2025309$24.5K<0.1%+3+1.0%AddedHolders
Q1 2025306$25.8K<0.1%−41−11.8%ReducedHolders
Q4 2024347$26.9K<0.1%−11−3.1%ReducedHolders
Q3 2024358$30.8K<0.1%+2+0.6%AddedHolders
Q2 2024356$27.9K<0.1%+41+13.0%AddedHolders
Q1 2024315$27.2K<0.1%−1,173−78.8%ReducedHolders
Q4 20231,488$117.1K<0.1%+111+8.1%AddedHolders
Q3 20231,377$99.2K<0.1%+422+44.2%AddedHolders
Q2 2023955$72.4K<0.1%+18+1.9%AddedHolders
Q1 2023937$69.6K<0.1%−22−2.3%ReducedHolders
Q4 2022959$80.5K<0.1%+504+110.8%AddedHolders
Q3 2022455$32.8K<0.1%+72+18.8%AddedHolders
Q2 2022383$25.6K<0.1%−103−21.2%ReducedHolders
Q1 2022486$35.7K<0.1%+25+5.4%AddedHolders
Q4 2021461$33.3K<0.1%−79−14.6%ReducedHolders
Q3 2021540$34.8K<0.1%−35−6.1%ReducedHolders
Q2 2021575$36.3K<0.1%+10+1.8%AddedHolders
Q1 2021565$33.9K<0.1%––Holders

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