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Disclosery

Claret Asset Management Corp: TD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claret Asset Management Corp on TD, newest first. How the timeline and the estimate are built.

Claret Asset Management Corp held 124,169 TD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,169 shares
    Change vs previous 13F +232 shares

    1.63% of the 13F portfolio, value $15,097,000.

    13F-HR 0001735513-26-000003 filed by Claret Asset Management Corp
    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 123,937 shares
    Change vs previous 13F +939 shares

    1.38% of the 13F portfolio, value $11,574,000.

    13F-HR 0001735513-26-000002 filed by Claret Asset Management Corp
    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 122,998 shares
    Change vs previous 13F -1,211 shares

    1.35% of the 13F portfolio, value $11,593,000.

    13F-HR 0001735513-26-000001 filed by Claret Asset Management Corp
    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 124,209 shares
    Change vs previous 13F -2,521 shares

    1.18% of the 13F portfolio, value $9,931,000.

    13F-HR 0001735513-25-000006 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 126,730 shares
    Change vs previous 13F -1,050 shares

    1.21% of the 13F portfolio, value $9,319,000.

    13F-HR 0001735513-25-000004 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 127,780 shares
    Change vs previous 13F +3,029 shares

    1.1% of the 13F portfolio, value $7,658,000.

    13F-HR 0001735513-25-000003 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 124,751 shares
    Change vs previous 13F +64,399 shares

    1.05% of the 13F portfolio, value $6,638,000.

    13F-HR 0001735513-25-000002 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 60,352 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,817,000.

    13F-HR 0001735513-24-000005 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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