TD TORONTO-DOMINION BANK COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  55 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported TORONTO-DOMINION BANK COM (TD) in 55 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2023 Q4. The latest visible filing shows TD at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in TORONTO-DOMINION BANK COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TD was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LVM CAPITAL MANAGEMENT LTD/MI held TD — position size vs. price
% of Fund (quarterly)    TD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,136 -1,200 -6.9% 0.14% $1.5M 2026-05-15 (Est.) $95.22
2025 Q4 REDUCED 17,336 -350 -2.0% 0.15% $1.6M 2026-01-12 $94.12
2025 Q3 REDUCED 17,686 -770 -4.2% 0.14% $1.4M 2025-10-09 $79.83
2025 Q2 REDUCED 18,456 -1,825 -9.0% 0.14% $1.4M 2025-07-02 $73.64
2025 Q1 REDUCED 20,281 -6,900 -25.4% 0.14% $1.2M 2025-04-08 $54.60
2024 Q4 REDUCED 27,181 -11,610 -29.9% 0.16% $1.4M 2025-01-10 $52.93
2024 Q3 UNCHANGED 38,791 0% 0.24% $2.1M 2024-10-03 $60.26
2024 Q2 REDUCED 38,791 -65,808 -62.9% 0.24% $2.1M 2024-07-16 $55.64
2024 Q1 REDUCED 104,599 -4,075 -3.7% 0.75% $6.3M 2024-04-15 $53.16
2023 Q4 REDUCED 108,674 -11,884 -9.9% 0.90% $7.0M 2024-01-12 $55.72
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and TD

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning TD?

LVM CAPITAL MANAGEMENT LTD/MI reported TD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TD position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for TD was 0.90% in 2023 Q4.

What is the latest reported TD position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 16,136 shares, equal to 0.14% of portfolio, with an estimated market value of $1.5M.

What does the chart on this TD ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly TD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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