CALTON & ASSOCIATES, INC.

Position in TD — Toronto Dominion Bank

CIK 822648 Tampa, FL

Position in TD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$352,754

+$63,307 QoQ

Shares Held

2,905

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#586

of 897 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $4,449,375 across 4 Banks - Diversified names. TD ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,436	$3,088,685
2	BAC	Bank Of America Corp /De/	12,423	$707,862
3	TD	Toronto Dominion Bank This page	2,905	$352,754
4	C	Citigroup Inc	2,144	$300,074

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,754	2,905	-6.4%	Shares	Sole	2026-08-10
2026-03-31	$289,447	3,102	-5.2%	Shares	Sole	2026-05-13
2025-09-30	$261,676	3,273	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$240,108	3,269	-3.1%	Shares	Sole	2025-08-12
2025-03-31	$202,297	3,375	-41.6%	Shares	Sole	2025-05-15
2024-09-30	$365,453	5,777	-13.8%	Shares	Sole	2024-10-21
2024-06-30	$368,232	6,700	+45.7%	Shares	Sole	2024-07-19
2024-03-31	$277,748	4,600	+11.1%	Shares	Sole	2024-04-16
2023-12-31	$267,591	4,141	+15.6%	Shares	Sole	2024-02-07
2023-06-30	$222,119	3,582	+0.3%	Shares	Sole	2023-07-24
2023-03-31	$214,022	3,573	+0.2%	Shares	Sole	2023-04-19
2022-12-31	$230,869	3,565	-3.8%	Shares	Sole	2023-01-18
2022-09-30	$227,288	3,706	-11.3%	Shares	Sole	2022-10-31
2022-06-30	$273,993	4,178	+0.2%	Shares	Sole	2022-07-12
2022-03-31	$331,260	4,171	+0.2%	Shares	Sole	2022-04-26
2021-12-31	$319,295	4,164	-1.0%	Shares	Sole	2022-01-13
2021-09-30	$278,226	4,206	-5.2%	Shares	Sole	2021-11-05
2021-06-30	$310,741	4,436	+0.2%	Shares	Sole	2021-08-11
2021-03-31	$288,619	4,426	+0.2%	Shares	Sole	2021-05-03
2020-12-31	$249,150	4,416	-3.8%	Shares	Sole	2021-01-25
2020-09-30	$212,195	4,589	-0.5%	Shares	Sole	2020-10-30
2020-06-30	$205,830	4,614	-8.3%	Shares	Sole	2020-08-10
2020-03-31	$213,264	5,031	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.