Position in TD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$395,618
+$91,615 QoQ
Shares Held
3,258
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#552
of 897 holders
Holding Since
Dec 2021
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, 2026WEALTH EFFECTS LLC holds $13,299,811 across 5 Banks - Diversified names. TD ranks #4 (3.0% of the industry book) .
All Filings in TD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,618 | 3,258 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $304,003 | 3,258 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $306,903 | 3,258 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $260,477 | 3,258 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $239,300 | 3,258 | Shares | Sole | 2025-07-15 | |
| 2024-09-30 | $206,101 | 3,258 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $210,531 | 3,258 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $202,028 | 3,258 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $210,988 | 3,258 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $213,659 | 3,258 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $258,750 | 3,258 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $249,823 | 3,258 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||