Fourth Dimension Wealth, LLC
Position in TD — Toronto Dominion Bank
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in TD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$18,214
+$4,218 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#838
of 897 holders
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $1,899,214 across 6 Banks - Diversified names. TD ranks #6 (1.0% of the industry book) .
All Filings in TD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,214 | 150 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,996 | 150 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $14,130 | 150 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,911 | 174 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,780 | 174 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,429 | 174 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,263 | 174 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||