Position in IT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$28,646
+$2,837 QoQ
Shares Held
221
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#504
of 647 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT 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. IT ranks #13 (0.5% 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 IT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,646 | 221 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $25,809 | 163 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $48,942 | 194 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $53,625 | 204 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $96,204 | 238 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,234,875 | 2,942 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,407,385 | 2,905 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,319,440 | 4,577 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,003,313 | 6,688 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,574,601 | 9,597 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $4,474,108 | 9,918 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,046,694 | 11,777 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $4,199,516 | 11,988 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $4,153,567 | 12,750 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $3,555,352 | 10,577 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,518,474 | 5,488 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $60,457 | 250 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $71,985 | 242 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $87,257 | 261 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $76,881 | 253 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $59,096 | 244 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $42,534 | 233 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $36,202 | 226 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $26,614 | 213 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $25,843 | 213 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $10,355 | 104 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||