Position in TD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,782,204
+$625,624 QoQ
Shares Held
22,912
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#278
of 897 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Family Legacy, Inc. holds $16,132,896 across 5 Banks - Diversified names. TD ranks #3 (17.2% of the industry book) .
All Filings in TD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,782,204 | 22,912 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,156,580 | 23,112 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,195,142 | 23,303 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,881,863 | 23,538 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,740,618 | 23,698 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,422,136 | 23,726 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,305,231 | 24,516 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,641,343 | 25,946 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,436,984 | 26,146 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,591,073 | 26,351 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,691,686 | 26,179 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,574,352 | 26,126 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,615,670 | 26,055 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,560,035 | 26,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,635,578 | 25,256 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,496,819 | 24,406 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,601,791 | 24,425 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,934,830 | 24,362 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,863,707 | 24,305 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,438,960 | 21,753 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,410,666 | 20,138 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,309,155 | 20,076 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,145,946 | 20,311 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $966,832 | 20,909 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $938,059 | 21,028 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $962,422 | 22,704 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||