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Delta Financial Advisors LLC

SEC CIK
0001790295
Latest filing
Aug 5, 2026

TD holding history

Toronto Dominion Bank in every 13F filed by Delta Financial 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of TD by Delta Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−24,411−100.0%Sold outHolders
Q3 202424,411$1.54M0.6%−500−2.0%ReducedHolders
Q2 202424,911$1.37M0.5%−670−2.6%ReducedHolders
Q1 202425,581$1.54M0.6%−1,600−5.9%ReducedHolders
Q4 202327,181$1.76M0.8%−640−2.3%ReducedHolders
Q3 202327,821$1.68M0.8%−421−1.5%ReducedHolders
Q2 202328,242$1.75M0.8%−355−1.2%ReducedHolders
Q1 202328,597$1.71M0.8%−655−2.2%ReducedHolders
Q4 202229,252$1.89M0.9%−100−0.3%ReducedHolders
Q3 202229,352$1.80M1.0%−550−1.8%ReducedHolders
Q2 202229,902$1.96M1.0%−70−0.2%ReducedHolders
Q1 202229,972$2.38M1.0%−15−0.1%ReducedHolders
Q4 202129,987$2.30M0.9%00.0%UnchangedHolders
Q3 202129,987$1.98M0.9%−860−2.8%ReducedHolders
Q2 202130,847$2.16M1.0%00.0%UnchangedHolders
Q1 202130,847$2.01M0.9%––Holders

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