Advisor OS, LLC

SEC CIK: 0001767580
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

TD holding history

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

TD overview All 13F holders of TD Full Q2 2026 holdings

Shares (Q2 2026): 2,245
Value: $272.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of TD by Advisor OS, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,245	$272.6K	<0.1%	+5+0.2%	Added	Holders
Q1 2026	2,240	$209.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	2,240	$211.0K	<0.1%	+2,240	New	Holders