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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

TD holding history

Toronto Dominion Bank in every 13F filed by Beacon Pointe Advisors, 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)
15,783
Value
$1.92M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TD by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,783$1.92M<0.1%−294−1.8%ReducedHolders
Q1 202616,077$1.50M<0.1%+4,250+35.9%AddedHolders
Q4 202511,827$1.11M<0.1%+34+0.3%AddedHolders
Q3 202511,793$942.9K<0.1%+6,177+110.0%AddedHolders
Q2 20255,616$412.5K<0.1%+93+1.7%AddedHolders
Q1 20255,523$331.0K<0.1%00.0%UnchangedHolders
Q4 20245,523$294.0K<0.1%−4,193−43.2%ReducedHolders
Q3 20249,716$614.6K<0.1%−77−0.8%ReducedHolders
Q2 20249,793$538.2K<0.1%−115−1.2%ReducedHolders
Q1 20249,908$598.2K<0.1%−177−1.8%ReducedHolders
Q4 202310,085$651.7K<0.1%−5,167−33.9%ReducedHolders
Q3 202315,252$919.1K<0.1%+7,751+103.3%AddedHolders
Q2 20237,501$465.1K<0.1%−1,700−18.5%ReducedHolders
Q1 20239,201$551.1K<0.1%+1,710+22.8%AddedHolders
Q4 20227,491$485.1K<0.1%−587−7.3%ReducedHolders
Q3 20228,078$495.0K<0.1%−136−1.7%ReducedHolders
Q2 20228,214$540.0K<0.1%+370+4.7%AddedHolders
Q1 20227,844$623.0K<0.1%+717+10.1%AddedHolders
Q4 20217,127$546.0K<0.1%+1,240+21.1%AddedHolders
Q3 20215,887$389.0K<0.1%+1,790+43.7%AddedHolders
Q2 20214,097$287.0K<0.1%−1,120−21.5%ReducedHolders
Q1 20215,217$341.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.