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Disclosery

Williams Financial, LLC: TD position timeline

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

Williams Financial, LLC held 3,146 TD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,146 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $382,019.

    13F-HR 0001214659-26-008749 filed by Williams Financial, 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 3,146 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $293,553.

    13F-HR 0001214659-26-005070 filed by Williams Financial, 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 3,146 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $296,353.

    13F-HR 0001214659-26-001066 filed by Williams Financial, LLC
    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 3,146 shares
    Change vs previous 13F -100 shares

    0.26% of the 13F portfolio, value $251,523.

    13F-HR 0001214659-25-015285 filed by Williams Financial, LLC
    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 3,246 shares
    Change vs previous 13F -550 shares

    0.26% of the 13F portfolio, value $238,419.

    13F-HR 0001214659-25-010315 filed by Williams Financial, LLC
    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 3,796 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $227,532.

    13F-HR 0001214659-25-006263 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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