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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

WAFD holding history

Wafd 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.

WAFD overviewAll 13F holders of WAFDFull Q2 2026 holdings

Shares (Q2 2026)
1,219
Value
$46.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WAFD by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,219$46.8K<0.1%−428−26.0%ReducedHolders
Q1 20261,647$51.7K<0.1%−177−9.7%ReducedHolders
Q4 20251,824$58.4K<0.1%−14−0.8%ReducedHolders
Q3 20251,838$55.7K<0.1%−26−1.4%ReducedHolders
Q2 20251,864$54.6K<0.1%−138−6.9%ReducedHolders
Q1 20252,002$57.2K<0.1%+521+35.2%AddedHolders
Q4 20241,481$47.7K<0.1%−344−18.8%ReducedHolders
Q3 20241,825$63.6K<0.1%00.0%UnchangedHolders
Q2 20241,825$52.2K<0.1%00.0%UnchangedHolders
Q1 20241,825$53.0K<0.1%+1,451+388.0%AddedHolders
Q4 2023374$12.3K<0.1%00.0%UnchangedHolders
Q3 2023374$9.58K<0.1%00.0%UnchangedHolders
Q2 2023374$9.92K<0.1%−1,406−79.0%ReducedHolders
Q1 20231,780$53.6K<0.1%−369−17.2%ReducedHolders
Q4 20222,149$72.1K<0.1%00.0%UnchangedHolders
Q3 20222,149$64.4K<0.1%00.0%UnchangedHolders
Q2 20222,149$64.5K<0.1%−115−5.1%ReducedHolders
Q1 20222,264$74.3K<0.1%+1,890+505.3%AddedHolders
Q4 2021374$12.5K<0.1%−12−3.1%ReducedHolders
Q3 2021386$13.2K<0.1%00.0%UnchangedHolders
Q2 2021386$12.3K<0.1%00.0%UnchangedHolders
Q1 2021386$11.9K<0.1%––Holders

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