Position in TW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$43,053
-$7,070 QoQ
Shares Held
432
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#468
of 560 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW 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. TW ranks #10 (0.2% 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 TW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,053 | 432 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $50,123 | 426 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $33,122 | 308 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $50,051 | 451 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $71,443 | 488 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $52,257 | 352 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $46,345 | 354 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $43,408 | 351 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $37,312 | 352 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $39,584 | 380 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $25,082 | 276 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $25,744 | 321 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $21,982 | 321 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $14,460 | 183 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $15,128 | 233 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $15,797 | 280 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $23,478 | 344 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $28,821 | 328 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $39,555 | 395 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $32,150 | 398 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $33,147 | 392 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $28,564 | 386 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $23,418 | 375 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $17,980 | 310 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||