Cyndeo Wealth Partners, LLC

Position in TD — Toronto Dominion Bank

CIK 1950947 ST. PETERSBURG, FL

Position in TD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,758,306

+$378,811 QoQ

Shares Held

14,480

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#322

of 897 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $31,851,667 across 6 Banks - Diversified names. TD ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	77,465	$25,356,618
2	BAC	Bank Of America Corp /De/	34,103	$1,943,188
3	TD	Toronto Dominion Bank This page	14,480	$1,758,306
4	WFC	Wells Fargo & Company/Mn	14,362	$1,186,875
5	C	Citigroup Inc	6,144	$859,914
6	BNY	Bank of New York Mellon Corp	5,164	$746,766

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,758,306	14,480	-2.1%	Shares	Sole	2026-07-21
2026-03-31	$1,379,495	14,784	-1.6%	Shares	Sole	2026-04-13
2025-12-31	$1,415,920	15,031	-0.4%	Shares	Sole	2026-01-07
2025-09-30	$1,206,925	15,096	-8.0%	Shares	Sole	2025-10-10
2025-06-30	$1,205,755	16,416	+5.6%	Shares	Sole	2025-07-24
2025-03-31	$931,827	15,546	+0.6%	Shares	Sole	2025-04-17
2024-12-31	$822,664	15,452	+0.2%	Shares	Sole	2025-01-21
2024-09-30	$975,152	15,415	+31.5%	Shares	Sole	2024-10-18
2024-06-30	$644,021	11,718	-1.9%	Shares	Sole	2024-07-30
2024-03-31	$721,359	11,947	-0.5%	Shares	Sole	2024-04-17
2023-12-31	$775,698	12,004	-0.7%	Shares	Sole	2024-01-12
2023-09-30	$728,362	12,087	0.0%	Shares	Sole	2023-10-10
2023-06-30	$749,514	12,087	-4.5%	Shares	Sole	2023-07-27
2023-03-31	$757,974	12,654	+1.6%	Shares	Sole	2023-04-25
2022-12-31	$806,909	12,460	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.