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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

PNW holding history

Pinnacle West Capital 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.

PNW overviewAll 13F holders of PNWFull Q2 2026 holdings

Shares (Q2 2026)
28,409
Value
$3.04M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PNW by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,409$3.04M0.1%−736−2.5%ReducedHolders
Q1 202629,145$2.94M0.1%+1,603+5.8%AddedHolders
Q4 202527,542$2.44M0.1%−3,723−11.9%ReducedHolders
Q3 202531,265$2.80M0.1%+28,766+1,151.1%AddedHolders
Q2 20252,499$223.6K<0.1%−152−5.7%ReducedHolders
Q1 20252,651$252.5K<0.1%+2,651NewHolders
Q4 20240$00.0%−2,359−100.0%Sold outHolders
Q3 20242,359$209.0K<0.1%+57+2.5%AddedHolders
Q2 20242,302$175.8K<0.1%−161−6.5%ReducedHolders
Q1 20242,463$184.1K<0.1%−93−3.6%ReducedHolders
Q4 20232,556$183.6K<0.1%−43−1.7%ReducedHolders
Q3 20232,599$191.5K<0.1%−412−13.7%ReducedHolders
Q2 20233,011$245.3K<0.1%+7+0.2%AddedHolders
Q1 20233,004$238.0K<0.1%+2,301+327.3%AddedHolders
Q4 2022703$53.5K<0.1%−53−7.0%ReducedHolders
Q3 2022756$48.8K<0.1%+35+4.9%AddedHolders
Q2 2022721$52.7K<0.1%−28−3.7%ReducedHolders
Q1 2022749$58.5K<0.1%+122+19.5%AddedHolders
Q4 2021627$44.3K<0.1%+344+121.6%AddedHolders
Q3 2021283$20.5K<0.1%−124−30.5%ReducedHolders
Q2 2021407$33.4K<0.1%−84−17.1%ReducedHolders
Q1 2021491$39.9K<0.1%––Holders

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