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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

TW holding history

Tradeweb Markets 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.

TW overviewAll 13F holders of TWFull Q2 2026 holdings

Shares (Q2 2026)
432
Value
$43.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TW by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026432$43.1K<0.1%+6+1.4%AddedHolders
Q1 2026426$50.1K<0.1%+118+38.3%AddedHolders
Q4 2025308$33.1K<0.1%−143−31.7%ReducedHolders
Q3 2025451$50.1K<0.1%−37−7.6%ReducedHolders
Q2 2025488$71.4K<0.1%+136+38.6%AddedHolders
Q1 2025352$52.3K<0.1%−2−0.6%ReducedHolders
Q4 2024354$46.3K<0.1%+3+0.9%AddedHolders
Q3 2024351$43.4K<0.1%−1−0.3%ReducedHolders
Q2 2024352$37.3K<0.1%−28−7.4%ReducedHolders
Q1 2024380$39.6K<0.1%+104+37.7%AddedHolders
Q4 2023276$25.1K<0.1%−45−14.0%ReducedHolders
Q3 2023321$25.7K<0.1%00.0%UnchangedHolders
Q2 2023321$22.0K<0.1%+138+75.4%AddedHolders
Q1 2023183$14.5K<0.1%−50−21.5%ReducedHolders
Q4 2022233$15.1K<0.1%−47−16.8%ReducedHolders
Q3 2022280$15.8K<0.1%−64−18.6%ReducedHolders
Q2 2022344$23.5K<0.1%+16+4.9%AddedHolders
Q1 2022328$28.8K<0.1%−67−17.0%ReducedHolders
Q4 2021395$39.6K<0.1%−3−0.8%ReducedHolders
Q3 2021398$32.1K<0.1%+6+1.5%AddedHolders
Q2 2021392$33.1K<0.1%+6+1.6%AddedHolders
Q1 2021386$28.6K<0.1%––Holders

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