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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

PRI holding history

Primerica, 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.

PRI overviewAll 13F holders of PRIFull Q2 2026 holdings

Shares (Q2 2026)
629
Value
$178.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PRI by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026629$178.8K<0.1%+116+22.6%AddedHolders
Q1 2026513$128.5K<0.1%−3−0.6%ReducedHolders
Q4 2025516$133.3K<0.1%00.0%UnchangedHolders
Q3 2025516$143.2K<0.1%+83+19.2%AddedHolders
Q2 2025433$118.5K<0.1%+12+2.9%AddedHolders
Q1 2025421$119.8K<0.1%+56+15.3%AddedHolders
Q4 2024365$99.1K<0.1%00.0%UnchangedHolders
Q3 2024365$96.8K<0.1%+126+52.7%AddedHolders
Q2 2024239$56.5K<0.1%−61−20.3%ReducedHolders
Q1 2024300$75.9K<0.1%+61+25.5%AddedHolders
Q4 2023239$49.2K<0.1%+13+5.8%AddedHolders
Q3 2023226$43.8K<0.1%+43+23.5%AddedHolders
Q2 2023183$36.2K<0.1%00.0%UnchangedHolders
Q1 2023183$31.5K<0.1%−166−47.6%ReducedHolders
Q4 2022349$49.5K<0.1%−39−10.1%ReducedHolders
Q3 2022388$47.9K<0.1%−73−15.8%ReducedHolders
Q2 2022461$55.2K<0.1%−107−18.8%ReducedHolders
Q1 2022568$77.7K<0.1%+433+320.7%AddedHolders
Q4 2021135$20.7K<0.1%−4−2.9%ReducedHolders
Q3 2021139$21.4K<0.1%00.0%UnchangedHolders
Q2 2021139$21.3K<0.1%00.0%UnchangedHolders
Q1 2021139$20.5K<0.1%––Holders

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