TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

SM holding history

SM Energy Co 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.

SM overview All 13F holders of SM Full Q2 2026 holdings

Shares (Q2 2026): 29
Value: $757
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of SM by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29	$757	<0.1%	+29	New	Holders
Q2 2025	0	$0	0.0%	−47−100.0%	Sold out	Holders
Q1 2025	47	$1.41K	<0.1%	+47	New	Holders