Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$297,503
+$68,894 QoQ
Shares Held
2,450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#625
of 897 holders
Holding Since
Mar 2020
14 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, 2026AFT, FORSYTH & COMPANY, INC. holds $5,247,247 across 3 Banks - Diversified names. TD ranks #3 (5.7% of the industry book) .
All Filings in TD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,503 | 2,450 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $228,609 | 2,450 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $230,790 | 2,450 | Shares | Sole | 2026-02-13 | |
| 2022-12-31 | $237,345 | 3,665 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $224,774 | 3,665 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $240,350 | 3,665 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $291,074 | 3,665 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $281,032 | 3,665 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $242,439 | 3,665 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $256,733 | 3,665 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $252,036 | 3,865 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $218,063 | 3,865 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $217,027 | 4,865 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $225,302 | 5,315 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||