Accurate Wealth Management, LLC
Position in TD — Toronto Dominion Bank
CIK 1877728
WESLEY CHAPEL, FL
Position in TD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$313,532
+$73,166 QoQ
Shares Held
2,582
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#612
of 897 holders
Holding Since
Jun 2021
6 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, 2026Accurate Wealth Management, LLC holds $22,265,529 across 6 Banks - Diversified names. TD ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
38,726 | $12,676,181 | |
| 2 | BAC |
Bank Of America Corp /De/
|
54,107 | $3,083,016 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
18,993 | $2,746,577 | |
| 4 | C |
Citigroup Inc
|
15,896 | $2,224,804 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,780 | $1,221,419 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,582 | $313,532 |
All Filings in TD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,532 | 2,582 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $240,366 | 2,576 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $241,811 | 2,567 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $204,352 | 2,556 | Shares | Sole | 2025-10-20 | |
| 2022-12-31 | $159,827 | 2,468 | Shares | Sole | 2023-01-11 | |
| 2021-06-30 | $200,903 | 2,868 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||