Position in DK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$355
+$207 QoQ
Shares Held
7
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#291
of 299 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DK Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $4,671,056 across 6 Oil & Gas Refining & Marketing names. DK ranks #5 (0.0% of the industry book) .
All Filings in DK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355 | 7 | Shares | Defined | 2026-08-04 | |
| 2025-12-31 | $148 | 5 | Shares | Defined | 2026-02-05 | |
| 2020-06-30 | $383 | 22 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $346 | 22 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||