Position in G
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$60,307
-$143,636 QoQ
Shares Held
2,193
-59.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#361
of 474 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $6,300,540 across 25 Information Technology Services names. G ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
9,773 | $2,748,265 | |
| 2 | CDW |
CDW Corp
|
6,804 | $956,914 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
6,304 | $868,312 | |
| 4 | ACN |
Accenture plc
|
4,859 | $604,653 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,014 | $275,817 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
2,100 | $216,237 | |
| 7 | SAIC |
Science Applications International Corp
|
1,910 | $210,883 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
4,120 | $106,543 |
All Filings in G
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,307 | 2,193 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $203,943 | 5,475 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $269,780 | 5,767 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $148,206 | 3,538 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $21,080 | 479 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $23,678 | 470 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $19,499 | 454 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $17,801 | 454 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $14,614 | 454 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,525 | 107 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $23,915 | 689 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $24,941 | 689 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $34,338 | 914 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $42,245 | 914 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $42,336 | 914 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $36,110 | 825 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $34,481 | 814 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $31,849 | 732 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $28,716 | 541 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $24,705 | 520 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $23,623 | 520 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $22,266 | 520 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $21,507 | 520 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $20,254 | 520 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $18,990 | 520 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||