Position in TD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$383,233
+$88,747 QoQ
Shares Held
3,156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#557
of 895 holders
Holding Since
Mar 2021
19 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, 2026Western Wealth Management, LLC holds $32,095,765 across 7 Banks - Diversified names. TD ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,631 | $21,155,665 | |
| 2 | BAC |
Bank Of America Corp /De/
|
95,913 | $5,465,121 | |
| 3 | C |
Citigroup Inc
|
12,279 | $1,718,568 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
11,750 | $1,699,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,120 | $1,249,516 | |
| 6 | RY |
Royal Bank Of Canada
|
2,051 | $424,495 | |
| 7 | TD |
Toronto Dominion Bank
This page
|
3,156 | $383,233 |
All Filings in TD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,233 | 3,156 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $294,486 | 3,156 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $297,295 | 3,156 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $252,242 | 3,155 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $231,734 | 3,155 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $436,367 | 6,898 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $391,260 | 7,119 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $430,388 | 7,128 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $461,451 | 7,141 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $448,153 | 7,437 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $461,106 | 7,436 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $435,712 | 7,274 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $379,040 | 5,853 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $539,826 | 8,802 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $405,677 | 6,186 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $502,410 | 6,326 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $242,922 | 3,168 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $223,879 | 3,196 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $208,411 | 3,196 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||