Current Market Value 1,059,631,697
Current Holdings 695
Most Recent File Date 2025-08-08
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by TD Capital Management LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-08 2025-06-30 13F-HR 695 1,059,632
2025-05-14 2025-03-31 13F-HR 695 987,405
2025-02-05 2024-12-31 13F-HR 584 984,260
2024-11-08 2024-09-30 13F-HR 459 998,789
2024-08-05 2024-06-30 13F-HR 438 956,174
2024-05-13 2024-03-31 13F-HR/A 1 R 534 937,923
2024-05-10 2024-03-31 13F-HR 415 876,099
2024-02-12 2023-12-31 13F-HR 415 876,099
2023-11-09 2023-09-30 13F-HR 411 816,184
2023-08-16 2023-06-30 13F-HR 411 837,004
2023-05-02 2023-03-31 13F-HR 415 807,428
2023-02-15 2022-12-31 13F-HR 387 764,351
2022-11-09 2022-09-30 13F-HR 370 720,573
2022-08-11 2022-06-30 13F-HR 84 737,973
2022-05-18 2022-03-31 13F-HR 93 837,589
2022-02-14 2021-12-31 13F-HR 381 886,212
2021-11-09 2021-09-30 13F-HR 375 817,820
2021-08-02 2021-06-30 13F-HR 354 801,540
2021-05-10 2021-03-31 13F-HR 326 754,703
2021-02-12 2020-12-31 13F-HR 291 724,650
2020-11-13 2020-09-30 13F-HR 283 663,785
2020-08-13 2020-06-30 13F-HR 283 609,477
2020-05-07 2020-03-31 13F-HR 266 544,768
2020-02-05 2019-12-31 13F-HR 270 612,516
2019-11-12 2019-09-30 13F-HR 278 558,881
2019-08-09 2019-06-30 13F-HR 273 492,712
2019-05-15 2019-03-31 13F-HR 229 474,556
2019-02-06 2018-12-31 13F-HR 231 405,685
2018-11-09 2018-09-30 13F-HR 204 387,775
2018-08-07 2018-06-30 13F-HR 194 365,170
2018-05-11 2018-03-31 13F-HR 200 347,828
2018-02-09 2017-12-31 13F-HR 199 365,062
2017-11-13 2017-09-30 13F-HR 273 346,817
2017-07-11 2017-06-30 13F-HR 178 335,131
2017-05-10 2017-03-31 13F-HR 179 339,560
2017-02-07 2016-12-31 13F-HR 182 326,064
2016-11-07 2016-09-30 13F-HR 166 332,598
2016-08-04 2016-06-30 13F-HR 174 319,367
2016-05-10 2016-03-31 13F-HR 149 308,271
2016-02-09 2015-12-31 13F-HR 149 322,754
2015-11-05 2015-09-30 13F-HR 158 326,581
2015-07-20 2015-06-30 13F-HR 163 393,713
2015-05-07 2015-03-31 13F-HR 156 426,033
2015-01-20 2014-12-31 13F-HR 162 436,834
2014-11-12 2014-09-30 13F-HR 161 439,826
2014-08-05 2014-06-30 13F-HR 165 444,071
2014-05-06 2014-03-31 13F-HR 164 434,412
2014-02-13 2013-12-31 13F-HR 165 425,493
2013-10-30 2013-09-30 13F-HR 191 432,344
2013-08-12 2013-06-30 13F-HR 199 410,407