TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

SSNC holding history

SS&C Technologies Holdings 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.

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

Shares (Q2 2026): 3,230
Value: $200.4K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of SSNC by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,230	$200.4K	<0.1%	−10,136−75.8%	Reduced	Holders
Q1 2026	13,366	$903.1K	<0.1%	−16,659−55.5%	Reduced	Holders
Q4 2025	30,025	$2.62M	0.1%	+1,070+3.7%	Added	Holders
Q3 2025	28,955	$2.57M	0.1%	−381−1.3%	Reduced	Holders
Q2 2025	29,336	$2.43M	0.1%	+2,739+10.3%	Added	Holders
Q1 2025	26,597	$2.22M	0.1%	+2,773+11.6%	Added	Holders
Q4 2024	23,824	$1.81M	0.1%	+3,229+15.7%	Added	Holders
Q3 2024	20,595	$1.53M	<0.1%	−340−1.6%	Reduced	Holders
Q2 2024	20,935	$1.31M	<0.1%	−1,676−7.4%	Reduced	Holders
Q1 2024	22,611	$1.46M	<0.1%	−1,338−5.6%	Reduced	Holders
Q4 2023	23,949	$1.46M	0.1%	−1,827−7.1%	Reduced	Holders
Q3 2023	25,776	$1.35M	0.1%	−1,298−4.8%	Reduced	Holders
Q2 2023	27,074	$1.64M	0.1%	+567+2.1%	Added	Holders
Q1 2023	26,507	$1.50M	0.1%	+2,142+8.8%	Added	Holders
Q4 2022	24,365	$1.27M	0.1%	−12,145−33.3%	Reduced	Holders
Q3 2022	36,510	$1.74M	0.1%	+2,892+8.6%	Added	Holders
Q2 2022	33,618	$1.95M	0.1%	+6,318+23.1%	Added	Holders
Q1 2022	27,300	$2.05M	0.1%	−1,512−5.2%	Reduced	Holders
Q4 2021	28,812	$2.36M	0.1%	−4,660−13.9%	Reduced	Holders
Q3 2021	33,472	$2.32M	0.1%	−1,227−3.5%	Reduced	Holders
Q2 2021	34,699	$2.50M	0.1%	+5,993+20.9%	Added	Holders
Q1 2021	28,706	$2.01M	0.1%	–	–	Holders

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