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Disclosery

Todd Wealth Management, LLC: HTD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Todd Wealth Management, LLC on HTD, newest first. How the timeline and the estimate are built.

Todd Wealth Management, LLC held 8,449 HTD shares at 2026-06-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,449 shares
    Change vs previous 13F -40 shares

    0.16% of the 13F portfolio, value $215,365.

    13F-HR 0002157683-26-000006 filed by Todd Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 8,489 shares
    Change vs previous 13F -69 shares

    0.19% of the 13F portfolio, value $210,273.

    13F-HR 0002157683-26-000005 filed by Todd Wealth Management, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 8,558 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $202,482.

    13F-HR 0002157683-26-000004 filed by Todd Wealth Management, LLC
    Accepted , ingested