Position in TD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$609,942
+$141,246 QoQ
Shares Held
5,023
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#455
of 897 holders
Holding Since
Dec 2025
3 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, 2026Next Level Private LLC holds $23,409,431 across 6 Banks - Diversified names. TD ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
58,008 | $18,987,758 | |
| 2 | BAC |
Bank Of America Corp /De/
|
29,987 | $1,708,659 | |
| 3 | C |
Citigroup Inc
|
7,600 | $1,063,696 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,869 | $704,106 | |
| 5 | TD |
Toronto Dominion Bank
This page
|
5,023 | $609,942 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
4,057 | $335,270 |
All Filings in TD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,942 | 5,023 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $468,696 | 5,023 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $473,166 | 5,023 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||