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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

TD holding history

Toronto Dominion Bank in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TD overviewAll 13F holders of TDFull Q2 2026 holdings

Shares (Q2 2026)
1,600
Value
$194.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of TD by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,600$194.3K<0.1%00.0%UnchangedHolders
Q1 20261,600$170.0K<0.1%00.0%UnchangedHolders
Q4 20251,600$150.7K<0.1%00.0%UnchangedHolders
Q3 20251,600$127.9K<0.1%00.0%UnchangedHolders
Q2 20251,600$117.5K<0.1%00.0%UnchangedHolders
Q1 20251,600$95.9K<0.1%−415−20.6%ReducedHolders
Q4 20242,015$107.3K<0.1%00.0%UnchangedHolders
Q3 20242,015$127.5K<0.1%−465−18.8%ReducedHolders
Q2 20242,480$136.3K<0.1%00.0%UnchangedHolders
Q1 20242,480$149.7K<0.1%−201−7.5%ReducedHolders
Q4 20232,681$172.8K<0.1%00.0%UnchangedHolders
Q3 20232,681$161.6K<0.1%−500−15.7%ReducedHolders
Q2 20233,181$197.2K<0.1%+1,716+117.1%AddedHolders
Q1 20231,465$87.8K<0.1%00.0%UnchangedHolders
Q4 20221,465$94.9K<0.1%00.0%UnchangedHolders
Q3 20221,465$89.8K<0.1%00.0%UnchangedHolders
Q2 20221,465$96.1K<0.1%00.0%UnchangedHolders
Q1 20221,465$116.3K<0.1%+1,465NewHolders
Q4 20210$00.0%−1,465−100.0%Sold outHolders
Q3 20211,465$96.9K<0.1%00.0%UnchangedHolders
Q2 20211,465$102.6K<0.1%00.0%UnchangedHolders
Q1 20211,465$95.5K<0.1%––Holders

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