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FIDUCIARY FINANCIAL GROUP, LLC: TD position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 3,451 TD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,451 shares
    Change vs previous 13F +507 shares

    0.05% of the 13F portfolio, value $405,596.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,944 shares
    Change vs previous 13F -149 shares

    0.04% of the 13F portfolio, value $357,490.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,093 shares
    Change vs previous 13F +93 shares

    0.04% of the 13F portfolio, value $288,608.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,000 shares
    Change vs previous 13F +141 shares

    0.04% of the 13F portfolio, value $282,600.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,859 shares
    Change vs previous 13F -57 shares

    0.04% of the 13F portfolio, value $228,577.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,916 shares
    Change vs previous 13F +2,916 shares

    0.04% of the 13F portfolio, value $216,105.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.