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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

RJF holding history

Raymond James Financial 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.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
2,057
Value
$312.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of RJF by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,057$312.7K<0.1%+263+14.7%AddedHolders
Q1 20261,794$259.8K<0.1%+1,615+902.2%AddedHolders
Q4 2025179$28.7K<0.1%−153−46.1%ReducedHolders
Q3 2025332$57.3K<0.1%−5−1.5%ReducedHolders
Q2 2025337$51.7K<0.1%+108+47.2%AddedHolders
Q1 2025229$31.8K<0.1%+59+34.7%AddedHolders
Q4 2024170$26.4K<0.1%−16−8.6%ReducedHolders
Q3 2024186$22.8K<0.1%−125−40.2%ReducedHolders
Q2 2024311$38.4K<0.1%−5,597−94.7%ReducedHolders
Q1 20245,908$758.7K<0.1%−1,117−15.9%ReducedHolders
Q4 20237,025$783.3K<0.1%−20.0%ReducedHolders
Q3 20237,027$705.7K<0.1%+116+1.7%AddedHolders
Q2 20236,911$717.2K<0.1%+1,296+23.1%AddedHolders
Q1 20235,615$523.7K<0.1%+1,125+25.1%AddedHolders
Q4 20224,490$479.8K<0.1%−917−17.0%ReducedHolders
Q3 20225,407$534.3K<0.1%−15−0.3%ReducedHolders
Q2 20225,422$484.8K<0.1%−1,366−20.1%ReducedHolders
Q1 20226,788$746.1K<0.1%+90+1.3%AddedHolders
Q4 20216,698$672.5K<0.1%−695−9.4%ReducedHolders
Q3 20217,393$682.2K<0.1%+2,400+48.1%AddedHolders
Q2 20214,993$648.6K<0.1%+104+2.1%AddedHolders
Q1 20214,889$599.2K<0.1%––Holders

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