Copia Wealth Management

Position in TD — Toronto Dominion Bank

CIK 2058771 BEND, OR

Position in TD

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$2,307

New position

Shares Held

19

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#881

of 897 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Copia Wealth Management holds $193,504 across 4 Banks - Diversified names. TD ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	570	$186,578
2	BAC	Bank Of America Corp /De/	53	$3,019
3	TD	Toronto Dominion Bank This page	19	$2,307
4	ING	Ing Groep NV	51	$1,600

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,307	19	—	Shares	Sole	2026-08-18
No filing history on record for this holder in this stock.