TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

USOI holding history

Credit Suisse 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of USOI by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−570−100.0%	Sold out	Holders
Q4 2022	570	$47.5K	<0.1%	+190+50.0%	Added	Holders
Q3 2022	380	$31.0K	<0.1%	+380	New	Holders