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Disclosery

TD Asset Management Inc: TWFG position timeline

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

TD Asset Management Inc held 0 TWFG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -40,208 shares

    13F-HR 0001193125-26-332058 filed by TD Asset Management Inc
    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.

  2. period ended2026-03-31
    13F 40,208 shares
    Change vs previous 13F -27,496 shares

    <0.01% of the 13F portfolio, value $739,425.

    13F-HR 0001193125-26-217078 filed by TD Asset Management Inc
    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 67,704 shares
    Change vs previous 13F +5,342 shares

    <0.01% of the 13F portfolio, value $1,947,844.

    13F-HR 0001193125-26-044857 filed by TD Asset Management Inc
    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 62,362 shares
    Change vs previous 13F +4,968 shares

    <0.01% of the 13F portfolio, value $1,711,213.

    13F-HR 0001193125-25-274586 filed by TD Asset Management Inc
    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 57,394 shares
    Change vs previous 13F +4,452 shares

    <0.01% of the 13F portfolio, value $2,008,790.

    13F-HR 0000950123-25-006623 filed by TD Asset Management Inc
    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 52,942 shares
    Change vs previous 13F +10,666 shares

    <0.01% of the 13F portfolio, value $1,636,437.

    13F-HR 0000950123-25-004199 filed by TD Asset Management Inc
    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 42,276 shares
    Change vs previous 13F +20,600 shares

    <0.01% of the 13F portfolio, value $1,302,101.

    13F-HR 0000950123-25-001601 filed by TD Asset Management Inc
    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 21,676 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $607,578.

    13F-HR 0000950123-24-010203 filed by TD Asset Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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