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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

UBS holding history

UBS Group AG 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.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
1,227
Value
$60.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UBS by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,227$60.8K<0.1%+668+119.5%AddedHolders
Q1 2026559$21.8K<0.1%−685−55.1%ReducedHolders
Q4 20251,244$57.6K<0.1%+295+31.1%AddedHolders
Q3 2025949$38.9K<0.1%−29−3.0%ReducedHolders
Q2 2025978$33.1K<0.1%−923−48.6%ReducedHolders
Q1 20251,901$58.2K<0.1%−10,867−85.1%ReducedHolders
Q4 202412,768$387.1K<0.1%−45−0.4%ReducedHolders
Q3 202412,813$396.1K<0.1%+394+3.2%AddedHolders
Q2 202412,419$366.9K<0.1%+10,709+626.3%AddedHolders
Q1 20241,710$52.5K<0.1%−360−17.4%ReducedHolders
Q4 20232,070$64.0K<0.1%−50−2.4%ReducedHolders
Q3 20232,120$52.3K<0.1%+138+7.0%AddedHolders
Q2 20231,982$40.2K<0.1%−77−3.7%ReducedHolders
Q1 20232,059$43.9K<0.1%−4,294−67.6%ReducedHolders
Q4 20226,353$118.6K<0.1%+339+5.6%AddedHolders
Q3 20226,014$87.3K<0.1%−508−7.8%ReducedHolders
Q2 20226,522$105.8K<0.1%+72+1.1%AddedHolders
Q1 20226,450$126.0K<0.1%+146+2.3%AddedHolders
Q4 20216,304$112.7K<0.1%+86+1.4%AddedHolders
Q3 20216,218$99.1K<0.1%−14−0.2%ReducedHolders
Q2 20216,232$95.6K<0.1%+188+3.1%AddedHolders
Q1 20216,044$93.9K<0.1%––Holders

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