Position in TR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,423
+$1,180 QoQ
Shares Held
36
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#193
of 230 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $8,791,543 across 3 Confectioners names. TR ranks #3 (0.0% of the industry book) .
All Filings in TR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,423 | 36 | Shares | Defined | 2026-08-04 | |
| 2021-09-30 | $243 | 8 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $271 | 8 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $265 | 8 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $237 | 8 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $247 | 8 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $274 | 8 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $287 | 8 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||