Position in HLI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,353
+$194 QoQ
Shares Held
25
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#474
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. HLI ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,353 | 25 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,159 | 22 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $6,793 | 39 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $6,980 | 34 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $6,118 | 34 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $8,882 | 55 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $7,467 | 43 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $48,196 | 305 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $35,333 | 262 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $44,097 | 344 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $178,665 | 1,490 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $159,608 | 1,490 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $146,481 | 1,490 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $130,360 | 1,490 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $29,983 | 344 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $25,930 | 344 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $27,151 | 344 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $30,203 | 344 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $35,610 | 344 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $31,682 | 344 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $28,135 | 344 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $23,078 | 347 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $23,328 | 347 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $20,490 | 347 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $19,307 | 347 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $13,655 | 262 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||