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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

TD holding history

Toronto Dominion Bank in every 13F filed by Measured Wealth Private Client Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TD overviewAll 13F holders of TDFull Q2 2026 holdings

Shares (Q2 2026)
547
Value
$66.5K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2021
Holdings of TD by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026547$66.5K<0.1%00.0%UnchangedHolders
Q1 2026547$51.1K<0.1%−768−58.4%ReducedHolders
Q4 20251,315$123.9K<0.1%00.0%UnchangedHolders
Q3 20251,315$105.2K<0.1%+1,315NewHolders
Q3 20220$00.0%−5,927−100.0%Sold outHolders
Q2 20225,927$389.0K0.2%+1,372+30.1%AddedHolders
Q1 20224,555$362.0K0.1%+494+12.2%AddedHolders
Q4 20214,061$311.0K0.1%+81+2.0%AddedHolders
Q3 20213,980$263.0K0.1%+3,980NewHolders