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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
132,350
Value
$7.99M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026132,350$7.99M0.1%+2,158+1.7%AddedHolders
Q1 2026130,192$6.77M0.1%−2,452−1.8%ReducedHolders
Q4 2025132,644$7.08M0.2%−9,055−6.4%ReducedHolders
Q3 2025141,699$6.85M0.2%−59,415−29.5%ReducedHolders
Q2 2025201,114$9.10M0.2%−2,570−1.3%ReducedHolders
Q1 2025203,684$8.60M0.2%+5,633+2.8%AddedHolders
Q4 2024198,051$9.47M0.3%−2,606−1.3%ReducedHolders
Q3 2024200,657$9.18M0.3%+13,578+7.3%AddedHolders
Q2 2024187,079$7.43M0.2%+4,979+2.7%AddedHolders
Q1 2024182,100$8.14M0.3%−6,498−3.4%ReducedHolders
Q4 2023188,598$8.16M0.3%−33,110−14.9%ReducedHolders
Q3 2023221,708$7.33M0.3%−1,256−0.6%ReducedHolders
Q2 2023222,964$7.37M0.3%+7,579+3.5%AddedHolders
Q1 2023215,385$7.76M0.3%+30,620+16.6%AddedHolders
Q4 2022184,765$8.06M0.4%−1,360−0.7%ReducedHolders
Q3 2022186,125$7.50M0.4%+19,727+11.9%AddedHolders
Q2 2022166,398$7.66M0.4%+29,913+21.9%AddedHolders
Q1 2022136,485$7.25M0.3%+9,053+7.1%AddedHolders
Q4 2021127,432$7.16M0.3%−7,270−5.4%ReducedHolders
Q3 2021134,702$8.01M0.3%+18,272+15.7%AddedHolders
Q2 2021116,430$6.63M0.3%+1,645+1.4%AddedHolders
Q1 2021114,785$6.35M0.3%––Holders

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