Wealthcare Advisory Partners LLC
Position in TD — Toronto Dominion Bank
CIK 1683059
WEST CHESTER, PA
Position in TD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$360,282
+$69,062 QoQ
Shares Held
2,967
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#578
of 897 holders
Holding Since
Mar 2020
23 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, 2026Wealthcare Advisory Partners LLC holds $28,146,108 across 6 Banks - Diversified names. TD ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
61,535 | $20,142,251 | |
| 2 | BAC |
Bank Of America Corp /De/
|
68,900 | $3,925,922 | |
| 3 | C |
Citigroup Inc
|
12,568 | $1,759,017 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
17,760 | $1,467,686 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,395 | $490,950 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,967 | $360,282 |
All Filings in TD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,282 | 2,967 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $291,220 | 3,121 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $297,954 | 3,163 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $352,579 | 4,410 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $329,423 | 4,485 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $271,228 | 4,525 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $241,816 | 4,542 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $323,764 | 5,118 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $262,818 | 4,782 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $292,178 | 4,839 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $333,891 | 5,167 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $305,397 | 5,068 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $325,056 | 5,242 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $315,074 | 5,260 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $345,494 | 5,335 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $296,959 | 4,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $312,685 | 4,768 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $340,394 | 4,286 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $318,222 | 4,150 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $230,995 | 3,492 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $231,865 | 3,310 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $215,323 | 3,302 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $484,602 | 11,432 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||