Business Context and Reporting Period
This filing is a Form 13F-HR submitted by TORONTO DOMINION BANK for the quarter ended March 31, 2023. The report was signed on May 11, 2023, by Dale McErlean, Vice President. It is a combination report covering holdings managed by the primary filer and five other included managers, including TD Securities Inc and TD Global Finance.
Key Financial Metrics
As a Form 13F filing, this document reports investment holdings rather than the operating financial performance of the bank itself. Consequently, revenue, profit, cash flow, margins, debt, and liquidity metrics for Toronto Dominion Bank are not provided in this text.
- Total Value of Reported Holdings: $61,333,173 (rounded to the nearest dollar).
- Total Number of Holdings Entries: 6,241.
- Number of Other Included Managers: 5.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2022) or detail specific material changes in holdings values or quantities. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, risk factors, or contingencies regarding the bank's operations or future performance. It strictly lists securities held in a discretionary capacity.
Investor Verification Checklist
- Verify the total value of reported holdings ($61.3 million) against the bank's total assets to understand the scope of this specific reporting entity.
- Confirm the list of five other included managers to ensure all relevant sub-managers are accounted for in the aggregate data.
- Note that this filing does not reflect the bank's own balance sheet or earnings; refer to the bank's 10-K or 10-Q for operational financials.
- Check the filing date (May 11, 2023) to ensure it aligns with the standard 45-day reporting window for the March 31 quarter.