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Disclosery

Net Worth Advisory Group: TD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on TD, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 6,640 TD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,640 shares
    Change vs previous 13F +100 shares

    0.2% of the 13F portfolio, value $806,243.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 6,540 shares
    Change vs previous 13F -431 shares

    0.13% of the 13F portfolio, value $610,256.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 6,971 shares
    Change vs previous 13F +814 shares

    0.13% of the 13F portfolio, value $656,704.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 6,157 shares
    Change vs previous 13F -175 shares

    0.14% of the 13F portfolio, value $492,283.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 6,332 shares
    Change vs previous 13F +338 shares

    0.1% of the 13F portfolio, value $465,082.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 5,994 shares
    Change vs previous 13F +725 shares

    0.11% of the 13F portfolio, value $359,308.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 5,269 shares
    Change vs previous 13F -1,899 shares

    0.09% of the 13F portfolio, value $280,542.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 7,168 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $453,443.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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