Position in TD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$242
+$56 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#894
of 897 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $3,778,084 across 7 Banks - Diversified names. TD ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,799 | $2,880,176 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,925 | $241,722 | |
| 4 | BCS |
Barclays PLC
|
6,105 | $163,980 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
233 | $22,155 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
110 | $15,907 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
2 | $242 |
All Filings in TD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242 | 2 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $186 | 2 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $188 | 2 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $159 | 2 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $146 | 2 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $119 | 2 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $106 | 2 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $126 | 2 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $109 | 2 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $120 | 2 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $129 | 2 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $120 | 2 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $124 | 2 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $119 | 2 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $129 | 2 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||