TD Waterhouse Canada Inc. CAS β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in TD Waterhouse Canada Inc.  Β·  1 quarter on record

AI Ownership Summary

TD Waterhouse Canada Inc. reported SIMPLIFY EXCHANGE TRADED FUN (CAS) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows CAS at 0.00% 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.

What this CAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TD Waterhouse Canada Inc.'s position in SIMPLIFY EXCHANGE TRADED FUN, 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
2025 Q4

CAS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 TD Waterhouse Canada Inc. held CAS β€” position size vs. price
% of Fund (quarterly)    CAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 1,000 β€” β€” 0.00% $25K 2026-02-14 (Est.) $26.08

🏒 Other funds also holding CAS

As of 2025 Q4 β€” sorted by position size

Ovata Capital Management Ltd 3Y 1.67% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About TD Waterhouse Canada Inc. and CAS

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

How long has TD Waterhouse Canada Inc. reported owning CAS?

TD Waterhouse Canada Inc. reported CAS across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported CAS position in TD Waterhouse Canada Inc.'s portfolio?

The largest reported portfolio weight for CAS was 0.00% in 2025 Q4.

What is the latest reported CAS position on this page?

The most recent filing on this page is 2025 Q4, when TD Waterhouse Canada Inc. reported 1,000 shares, equal to 0.00% of portfolio, with an estimated market value of $25K.

What does the chart on this CAS ownership page compare?

The chart compares TD Waterhouse Canada Inc.'s quarterly CAS 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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