Skip to main content
Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
4,258
Value
$323.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XYZ by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,258$323.6K<0.1%+672+18.7%AddedHolders
Q1 20263,586$215.8K<0.1%+342+10.5%AddedHolders
Q4 20253,244$211.2K<0.1%+63+2.0%AddedHolders
Q3 20253,181$229.9K<0.1%+60+1.9%AddedHolders
Q2 20253,121$212.0K<0.1%+622+24.9%AddedHolders
Q1 20252,499$135.8K<0.1%+131+5.5%AddedHolders
Q4 20242,368$201.3K<0.1%+302+14.6%AddedHolders
Q3 20242,066$138.7K<0.1%+282+15.8%AddedHolders
Q2 20241,784$115.0K<0.1%+353+24.7%AddedHolders
Q1 20241,431$121.0K<0.1%+264+22.6%AddedHolders
Q4 20231,167$90.3K<0.1%+459+64.8%AddedHolders
Q3 2023708$31.3K<0.1%−9,930−93.3%ReducedHolders
Q2 202310,638$708.2K<0.1%+528+5.2%AddedHolders
Q1 202310,110$694.1K<0.1%+1,400+16.1%AddedHolders
Q4 20228,710$547.3K<0.1%+565+6.9%AddedHolders
Q3 20228,145$447.9K<0.1%−1,421−14.9%ReducedHolders
Q2 20229,566$589.5K<0.1%+1,917+25.1%AddedHolders
Q1 20227,649$1.04M<0.1%−6,293−45.1%ReducedHolders
Q4 202113,942$2.25M0.1%−716−4.9%ReducedHolders
Q3 202114,658$3.52M0.2%−2,668−15.4%ReducedHolders
Q2 202117,326$4.22M0.2%+192+1.1%AddedHolders
Q1 202117,134$3.89M0.2%––Holders

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