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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

TD holding history

Toronto Dominion Bank in every 13F filed by Wealth Effects 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)
3,258
Value
$395.6K
% of portfolio
0.1%
Quarters held
12
Since Q4 2021
Holdings of TD by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,258$395.6K0.1%00.0%UnchangedHolders
Q1 20263,258$304.0K0.1%00.0%UnchangedHolders
Q4 20253,258$306.9K0.1%00.0%UnchangedHolders
Q3 20253,258$260.5K0.1%00.0%UnchangedHolders
Q2 20253,258$239.3K0.1%+3,258NewHolders
Q4 20240$00.0%−3,258−100.0%Sold outHolders
Q3 20243,258$206.1K0.1%+3,258NewHolders
Q1 20240$00.0%−3,258−100.0%Sold outHolders
Q4 20233,258$210.5K0.1%+3,258NewHolders
Q3 20230$00.0%−3,258−100.0%Sold outHolders
Q2 20233,258$202.0K0.1%+3,258NewHolders
Q1 20230$00.0%−3,258−100.0%Sold outHolders
Q4 20223,258$211.0K0.1%+3,258NewHolders
Q3 20220$00.0%−3,258−100.0%Sold outHolders
Q2 20223,258$214.0K0.1%00.0%UnchangedHolders
Q1 20223,258$259.0K0.1%00.0%UnchangedHolders
Q4 20213,258$250.0K0.1%–No prior filingHolders