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Disclosery

Canopy Partners, LLC: TD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Canopy Partners, LLC on TD, newest first. How the timeline and the estimate are built.

Canopy Partners, LLC held 2,732 TD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,732 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $331,747.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,732 shares
    Change vs previous 13F +67 shares

    0.09% of the 13F portfolio, value $254,923.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,665 shares
    Change vs previous 13F +59 shares

    0.08% of the 13F portfolio, value $251,043.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,606 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $208,350.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).