BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in TD — Toronto Dominion Bank

CIK 1352860 BLUE BELL, PA

Position in TD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$60,715

+$14,060 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#778

of 897 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $2,820,333 across 5 Banks - Diversified names. TD ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,908	$1,279,205
2	C	Citigroup Inc	4,039	$565,298
3	BAC	Bank Of America Corp /De/	8,652	$492,990
4	WFC	Wells Fargo & Company/Mn	5,108	$422,125
5	TD	Toronto Dominion Bank This page	500	$60,715

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,715	500	0.0%	Shares	Sole	2026-08-06
2026-03-31	$46,655	500	0.0%	Shares	Sole	2026-05-11
2025-12-31	$47,100	500	0.0%	Shares	Sole	2026-02-09
2025-09-30	$39,975	500	0.0%	Shares	Sole	2025-10-22
2025-06-30	$36,725	500	0.0%	Shares	Sole	2025-08-11
2025-03-31	$29,970	500	-61.5%	Shares	Sole	2025-05-05
2024-12-31	$69,212	1,300	0.0%	Shares	Sole	2025-02-07
2024-09-30	$82,238	1,300	-31.3%	Shares	Sole	2024-10-29
2024-06-30	$103,984	1,892	-3.4%	Shares	Sole	2024-08-05
2024-03-31	$118,224	1,958	0.0%	Shares	Sole	2024-04-24
2023-12-31	$126,525	1,958	+15.2%	Shares	Sole	2024-01-25
2023-09-30	$102,442	1,700	0.0%	Shares	Sole	2023-10-30
2023-06-30	$105,417	1,700	+21.6%	Shares	Sole	2023-08-08
2023-03-31	$83,740	1,398	0.0%	Shares	Sole	2023-05-08
2022-12-31	$90,534	1,398	0.0%	Shares	Sole	2023-02-03
2022-09-30	$85,739	1,398	0.0%	Shares	Sole	2022-11-09
2022-06-30	$91,680	1,398	0.0%	Shares	Sole	2022-08-02
2022-03-31	$111,029	1,398	-12.5%	Shares	Sole	2022-04-21
2021-12-31	$122,534	1,598	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.