Position in TD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$514,741
+$68,440 QoQ
Shares Held
4,239
-11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#491
of 897 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Grey Ledge Advisors, LLC holds $5,712,371 across 4 Banks - Diversified names. TD ranks #3 (9.0% of the industry book) .
All Filings in TD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,741 | 4,239 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $446,301 | 4,783 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $474,297 | 5,035 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $401,908 | 5,027 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $372,024 | 5,065 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $304,135 | 5,074 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $371,295 | 6,974 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $616,215 | 9,741 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $654,133 | 11,902 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $815,613 | 13,508 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $867,006 | 13,417 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $823,272 | 13,662 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,485,449 | 23,955 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,422,325 | 23,745 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $1,533,193 | 23,675 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,424,450 | 23,226 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,450,957 | 22,125 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,703,797 | 21,453 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,670,397 | 21,784 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $1,614,722 | 23,051 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,512,219 | 23,190 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||