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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
3,013
Value
$1.23M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPGI by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,013$1.23M<0.1%+255+9.2%AddedHolders
Q1 20262,758$1.17M<0.1%+1,339+94.4%AddedHolders
Q4 20251,419$741.6K<0.1%+67+5.0%AddedHolders
Q3 20251,352$658.0K<0.1%+11+0.8%AddedHolders
Q2 20251,341$707.1K<0.1%−183−12.0%ReducedHolders
Q1 20251,524$774.3K<0.1%−86−5.3%ReducedHolders
Q4 20241,610$801.8K<0.1%−199−11.0%ReducedHolders
Q3 20241,809$934.6K<0.1%+9+0.5%AddedHolders
Q2 20241,800$802.8K<0.1%+89+5.2%AddedHolders
Q1 20241,711$727.9K<0.1%−28−1.6%ReducedHolders
Q4 20231,739$766.1K<0.1%+47+2.8%AddedHolders
Q3 20231,692$618.3K<0.1%−119−6.6%ReducedHolders
Q2 20231,811$726.0K<0.1%+413+29.5%AddedHolders
Q1 20231,398$482.0K<0.1%+804+135.4%AddedHolders
Q4 2022594$199.0K<0.1%−65−9.9%ReducedHolders
Q3 2022659$201.2K<0.1%−344−34.3%ReducedHolders
Q2 20221,003$338.1K<0.1%−118−10.5%ReducedHolders
Q1 20221,121$459.9K<0.1%+180+19.1%AddedHolders
Q4 2021941$444.2K<0.1%−87−8.5%ReducedHolders
Q3 20211,028$436.9K<0.1%−112−9.8%ReducedHolders
Q2 20211,140$468.0K<0.1%+30+2.7%AddedHolders
Q1 20211,110$391.7K<0.1%––Holders

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