Connecticut Wealth Management, LLC
Position in TD — Toronto Dominion Bank
CIK 1689829
FARMINGTON, CT
Position in TD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$429,740
+$89,719 QoQ
Shares Held
3,539
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#533
of 897 holders
Holding Since
Jun 2023
12 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, 2026Connecticut Wealth Management, LLC holds $12,228,299 across 5 Banks - Diversified names. TD ranks #5 (3.5% of the industry book) .
All Filings in TD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,740 | 3,539 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $340,021 | 3,644 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $333,373 | 3,539 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $282,943 | 3,539 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $254,063 | 3,459 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $207,332 | 3,459 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $248,311 | 4,664 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $223,181 | 3,528 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $223,345 | 3,699 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $257,187 | 3,980 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $217,478 | 3,609 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $203,206 | 3,277 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||