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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

SF holding history

Stifel Financial 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.

SF overviewAll 13F holders of SFFull Q2 2026 holdings

Shares (Q2 2026)
2,124
Value
$148.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SF by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,124$148.2K<0.1%00.0%UnchangedHolders
Q1 20262,124$157.0K<0.1%+916+75.8%AddedHolders
Q4 20251,208$151.3K<0.1%+2+0.2%AddedHolders
Q3 20251,206$136.8K<0.1%−97−7.4%ReducedHolders
Q2 20251,303$135.2K<0.1%−1,071−45.1%ReducedHolders
Q1 20252,374$223.8K<0.1%+492+26.1%AddedHolders
Q4 20241,882$199.6K<0.1%−826−30.5%ReducedHolders
Q3 20242,708$254.3K<0.1%+576+27.0%AddedHolders
Q2 20242,132$179.4K<0.1%00.0%UnchangedHolders
Q1 20242,132$166.7K<0.1%−1,316−38.2%ReducedHolders
Q4 20233,448$238.4K<0.1%+47+1.4%AddedHolders
Q3 20233,401$209.0K<0.1%−123−3.5%ReducedHolders
Q2 20233,524$210.3K<0.1%+663+23.2%AddedHolders
Q1 20232,861$169.1K<0.1%+2,241+361.5%AddedHolders
Q4 2022620$36.2K<0.1%−50−7.5%ReducedHolders
Q3 2022670$34.8K<0.1%−62−8.5%ReducedHolders
Q2 2022732$41.0K<0.1%+117+19.0%AddedHolders
Q1 2022615$41.8K<0.1%+615NewHolders
Q4 20210$00.0%−19−100.0%Sold outHolders
Q3 202119$1.29K<0.1%00.0%UnchangedHolders
Q2 202119$1.23K<0.1%00.0%UnchangedHolders
Q1 202119$1.22K<0.1%––Holders

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