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Livermore
Livermore
ZHEN

SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

TD holding history

Toronto Dominion Bank in every 13F filed by SkyOak Wealth, 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)
7,398
Value
$898.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TD by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,398$898.3K0.1%00.0%UnchangedHolders
Q1 20267,398$690.3K0.1%−1,000−11.9%ReducedHolders
Q4 20258,398$791.1K0.1%−87−1.0%ReducedHolders
Q3 20258,485$678.4K0.1%00.0%UnchangedHolders
Q2 20258,485$623.2K0.1%00.0%UnchangedHolders
Q1 20258,485$508.6K0.1%00.0%UnchangedHolders
Q4 20248,485$451.7K0.1%−2,106−19.9%ReducedHolders
Q3 202410,591$670.0K0.1%−82−0.8%ReducedHolders
Q2 202410,673$586.6K0.1%+82+0.8%AddedHolders
Q1 202410,591$639.5K0.2%00.0%UnchangedHolders
Q4 202310,591$684.4K0.2%−800−7.0%ReducedHolders
Q3 202311,391$686.4K0.2%−150−1.3%ReducedHolders
Q2 202311,541$715.7K0.2%−2,413−17.3%ReducedHolders
Q1 202313,954$835.8K0.3%−2,500−15.2%ReducedHolders
Q4 202216,454$1.07M0.4%00.0%UnchangedHolders
Q3 202216,454$1.01M0.4%−1,000−5.7%ReducedHolders
Q2 202217,454$1.15M0.4%00.0%UnchangedHolders
Q1 202217,454$1.39M0.4%−3,000−14.7%ReducedHolders
Q4 202120,454$1.57M0.4%−20−0.1%ReducedHolders
Q3 202120,474$1.35M0.4%−400−1.9%ReducedHolders
Q2 202120,874$1.46M0.4%00.0%UnchangedHolders
Q1 202120,874$1.44M0.4%––Holders

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