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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

STT holding history

State Street 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.

STT overviewAll 13F holders of STTFull Q2 2026 holdings

Shares (Q2 2026)
1,559
Value
$264.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STT by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,559$264.4K<0.1%−62−3.8%ReducedHolders
Q1 20261,621$205.2K<0.1%+12+0.7%AddedHolders
Q4 20251,609$207.6K<0.1%−249−13.4%ReducedHolders
Q3 20251,858$215.5K<0.1%−39−2.1%ReducedHolders
Q2 20251,897$201.7K<0.1%−146−7.1%ReducedHolders
Q1 20252,043$182.9K<0.1%−45−2.2%ReducedHolders
Q4 20242,088$204.9K<0.1%−41−1.9%ReducedHolders
Q3 20242,129$188.4K<0.1%−47−2.2%ReducedHolders
Q2 20242,176$161.0K<0.1%−11−0.5%ReducedHolders
Q1 20242,187$169.1K<0.1%−10−0.5%ReducedHolders
Q4 20232,197$170.2K<0.1%−218−9.0%ReducedHolders
Q3 20232,415$161.7K<0.1%+157+7.0%AddedHolders
Q2 20232,258$165.2K<0.1%−2,502−52.6%ReducedHolders
Q1 20234,760$360.3K<0.1%+133+2.9%AddedHolders
Q4 20224,627$358.9K<0.1%−698−13.1%ReducedHolders
Q3 20225,325$323.8K<0.1%+173+3.4%AddedHolders
Q2 20225,152$317.6K<0.1%−250−4.6%ReducedHolders
Q1 20225,402$470.6K<0.1%+201+3.9%AddedHolders
Q4 20215,201$483.7K<0.1%+266+5.4%AddedHolders
Q3 20214,935$418.1K<0.1%−64−1.3%ReducedHolders
Q2 20214,999$411.3K<0.1%+54+1.1%AddedHolders
Q1 20214,945$415.4K<0.1%––Holders

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