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Financial & Tax Architects, LLC: TD position timeline

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

Financial & Tax Architects, LLC held 5,535 TD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,535 shares
    Change vs previous 13F -1,144 shares

    0.14% of the 13F portfolio, value $672,115.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 6,679 shares
    Change vs previous 13F -2,614 shares

    0.14% of the 13F portfolio, value $623,217.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 9,293 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $875,401.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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