Position in FTDR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$282,505
+$120,965 QoQ
Shares Held
3,641
+19.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#260
of 384 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTDR Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $2,609,733 across 5 Personal Services names. FTDR ranks #3 (10.8% of the industry book) .
All Filings in FTDR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,505 | 3,641 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $161,540 | 3,056 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $228,221 | 3,956 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $266,199 | 3,956 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $211,476 | 3,588 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $120,485 | 3,136 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $87,307 | 1,597 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $67,857 | 1,414 | Shares | Defined | 2024-11-18 | |
| 2022-03-31 | $1,522 | 51 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||