TORONTO-DOMINION BANK · CUSIP 891160509 · CIK 1734493
As of 2026-06-30, NICOLA WEALTH MANAGEMENT LTD. reported 183.80K TD (shares), valued at $22.34M, or 2.57% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares unchanged; reported value increased 30.16%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.57% | 183,802 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 2.06% | 183,802 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 3.12% | 363,302 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 3.04% | 427,202 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 4.26% | 617,602 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 2.98% | 510,002 | SEC filing ↗Filed Jun 6, 2025Amended |
| Q4 2024 | 3.70% | 510,002 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 3.00% | 441,602 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 2.30% | 342,002 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 2.71% | 342,002 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.80% | 311,202 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 3.60% | 407,700 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.60% | 407,700 | $33.36M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 2.80% | 311,202 | $26.65M | Shares decreased 23.67%; reported value decreased 20.13%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 2.71% | 342,002 | $27.96M | Shares increased 9.90%; reported value increased 4.93%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.30% | 342,002 | $25.72M | Shares unchanged; reported value decreased 8.01%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 3.00% | 441,602 | $37.77M | Shares increased 29.12%; reported value increased 46.84%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 3.70% | 510,002 | $39.03M | Shares increased 15.49%; reported value increased 3.35%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 2.98% | 510,002 | $30.57M | Shares unchanged; reported value decreased 21.67%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 6, 2025 |
| Q2 2025 | 4.26% | 617,602 | $45.42M | Shares increased 21.10%; reported value increased 48.56%, and weight changed +1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 3.04% | 427,202 | $34.16M | Shares decreased 30.83%; reported value decreased 24.78%, and weight changed -1.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 3.12% | 363,302 | $34.25M | Shares decreased 14.96%; reported value increased 0.25%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 2.06% | 183,802 | $17.16M | Shares decreased 49.41%; reported value decreased 49.88%, and weight changed -1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 2.57% | 183,802 | $22.34M | Shares unchanged; reported value increased 30.16%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.