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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

WK holding history

Workiva 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.

WK overviewAll 13F holders of WKFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of WK by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−7−100.0%Sold outHolders
Q4 20257$604<0.1%+7NewHolders
Q1 20240$00.0%−52−100.0%Sold outHolders
Q4 202352$5.28K<0.1%00.0%UnchangedHolders
Q3 202352$5.27K<0.1%00.0%UnchangedHolders
Q2 202352$5.29K<0.1%00.0%UnchangedHolders
Q1 202352$5.33K<0.1%00.0%UnchangedHolders
Q4 202252$4.37K<0.1%−110−67.9%ReducedHolders
Q3 2022162$12.6K<0.1%+88+118.9%AddedHolders
Q2 202274$4.88K<0.1%00.0%UnchangedHolders
Q1 202274$8.73K<0.1%−1,418−95.0%ReducedHolders
Q4 20211,492$194.7K<0.1%00.0%UnchangedHolders
Q3 20211,492$210.3K<0.1%00.0%UnchangedHolders
Q2 20211,492$166.1K<0.1%00.0%UnchangedHolders
Q1 20211,492$131.7K<0.1%––Holders

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