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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

PTC holding history

PTC 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.

PTC overviewAll 13F holders of PTCFull Q2 2026 holdings

Shares (Q2 2026)
105
Value
$11.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PTC by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026105$11.9K<0.1%−16−13.2%ReducedHolders
Q1 2026121$17.2K<0.1%−66−35.3%ReducedHolders
Q4 2025187$32.6K<0.1%+46+32.6%AddedHolders
Q3 2025141$28.6K<0.1%+25+21.6%AddedHolders
Q2 2025116$20.0K<0.1%−32−21.6%ReducedHolders
Q1 2025148$22.9K<0.1%+35+31.0%AddedHolders
Q4 2024113$20.8K<0.1%−10−8.1%ReducedHolders
Q3 2024123$22.2K<0.1%+4+3.4%AddedHolders
Q2 2024119$21.6K<0.1%+7+6.3%AddedHolders
Q1 2024112$21.2K<0.1%00.0%UnchangedHolders
Q4 2023112$19.6K<0.1%−10−8.2%ReducedHolders
Q3 2023122$17.3K<0.1%+94+335.7%AddedHolders
Q2 202328$3.98K<0.1%−6−17.6%ReducedHolders
Q1 202334$4.36K<0.1%00.0%UnchangedHolders
Q4 202234$4.08K<0.1%+7+25.9%AddedHolders
Q3 202227$2.82K<0.1%00.0%UnchangedHolders
Q2 202227$2.87K<0.1%00.0%UnchangedHolders
Q1 202227$2.91K<0.1%−13−32.5%ReducedHolders
Q4 202140$4.85K<0.1%+21+110.5%AddedHolders
Q3 202119$2.28K<0.1%00.0%UnchangedHolders
Q2 202119$2.68K<0.1%+7+58.3%AddedHolders
Q1 202112$1.65K<0.1%––Holders

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