Williams Financial, LLC
- SEC CIK
- 0001846923
- Latest filing
- Jul 21, 2026
TD holding history
Toronto Dominion Bank in every 13F filed by Williams Financial, 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)
- 3,146
- Value
- $382.0K
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,146 | $382.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 3,146 | $293.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 3,146 | $296.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 3,146 | $251.5K | 0.3% | −100−3.1% | Reduced | Holders |
| Q2 2025 | 3,246 | $238.4K | 0.3% | −550−14.5% | Reduced | Holders |
| Q1 2025 | 3,796 | $227.5K | 0.2% | +3,796 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −2,731−100.0% | Sold out | Holders |
| Q1 2022 | 2,731 | $217.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,731 | $209.0K | 0.2% | +2,731 | New | Holders |