TD Private Client Wealth LLC

SEC CIK: 0001551017
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q2 2026): 19,732
Value: $6.77M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of V by TD Private Client Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,732	$6.77M	0.1%	+1,086+5.8%	Added	Holders
Q1 2026	18,646	$5.64M	0.1%	+1,288+7.4%	Added	Holders
Q4 2025	17,358	$6.09M	0.1%	−5,671−24.6%	Reduced	Holders
Q3 2025	23,029	$7.86M	0.2%	−6,461−21.9%	Reduced	Holders
Q2 2025	29,490	$10.5M	0.3%	+1,993+7.2%	Added	Holders
Q1 2025	27,497	$9.64M	0.3%	−4,721−14.7%	Reduced	Holders
Q4 2024	32,218	$10.2M	0.3%	−3,271−9.2%	Reduced	Holders
Q3 2024	35,489	$9.76M	0.3%	−7,328−17.1%	Reduced	Holders
Q2 2024	42,817	$11.2M	0.4%	−12,093−22.0%	Reduced	Holders
Q1 2024	54,910	$15.3M	0.5%	−707−1.3%	Reduced	Holders
Q4 2023	55,617	$14.5M	0.5%	−1,074−1.9%	Reduced	Holders
Q3 2023	56,691	$13.1M	0.6%	−2,832−4.8%	Reduced	Holders
Q2 2023	59,523	$14.1M	0.6%	−3,628−5.7%	Reduced	Holders
Q1 2023	63,151	$14.3M	0.6%	+258+0.4%	Added	Holders
Q4 2022	62,893	$13.1M	0.6%	+1,694+2.8%	Added	Holders
Q3 2022	61,199	$10.9M	0.6%	−845−1.4%	Reduced	Holders
Q2 2022	62,044	$12.2M	0.6%	+1,561+2.6%	Added	Holders
Q1 2022	60,483	$13.4M	0.6%	+4,570+8.2%	Added	Holders
Q4 2021	55,913	$12.1M	0.5%	−7,937−12.4%	Reduced	Holders
Q3 2021	63,850	$14.2M	0.6%	−3,762−5.6%	Reduced	Holders
Q2 2021	67,612	$15.8M	0.7%	+13,515+25.0%	Added	Holders
Q1 2021	54,097	$11.5M	0.5%	–	–	Holders

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