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Disclosery

TD Waterhouse Canada Inc.: JEPI position timeline

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

TD Waterhouse Canada Inc. held 178,262 JEPI 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 178,262 shares
    Change vs previous 13F +2,024 shares

    0.03% of the 13F portfolio, value $10,002,466.

    13F-HR 0002052595-26-000080 filed by TD Waterhouse Canada Inc.
    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 176,238 shares
    Change vs previous 13F +129,667 shares

    0.03% of the 13F portfolio, value $9,939,208.

    13F-HR 0002052595-26-000063 filed by TD Waterhouse Canada 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 46,571 shares
    Change vs previous 13F -105,745 shares

    0.02% of the 13F portfolio, value $2,664,327.

    13F-HR 0002052595-26-000003 filed by TD Waterhouse Canada 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 152,316 shares
    Change vs previous 13F -10,723 shares

    0.06% of the 13F portfolio, value $8,658,175.

    13F-HR 0002052595-25-000070 filed by TD Waterhouse Canada 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 163,039 shares
    Change vs previous 13F +37,111 shares

    0.07% of the 13F portfolio, value $9,253,852.

    13F-HR 0002052595-25-000038 filed by TD Waterhouse Canada 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 125,928 shares
    Change vs previous 13F +72,072 shares

    0.06% of the 13F portfolio, value $7,145,686.

    13F-HR 0001089355-25-000039 filed by TD Waterhouse Canada 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 53,856 shares
    Change vs previous 13F +25,920 shares

    0.02% of the 13F portfolio, value $3,098,336.

    13F-HR 0001089355-25-000006 filed by TD Waterhouse Canada 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 27,936 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,650,192.

    13F-HR 0001654954-24-014172 filed by TD Waterhouse Canada Inc.
    Filed (acceptance time not in the bulk data set), ingested

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