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Allodium Investment Consultants, LLC: TOLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allodium Investment Consultants, LLC on TOLZ, newest first. How the timeline and the estimate are built.

Allodium Investment Consultants, LLC held 40,662 TOLZ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,662 shares
    Change vs previous 13F +6,315 shares

    0.91% of the 13F portfolio, value $2,213,896.

    13F-HR 0002052983-26-000005 filed by Allodium Investment Consultants, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,347 shares
    Change vs previous 13F +1,053 shares

    0.86% of the 13F portfolio, value $2,035,719.

    13F-HR 0002052983-26-000003 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 33,294 shares
    Change vs previous 13F +2,057 shares

    0.96% of the 13F portfolio, value $1,996,973.

    13F-HR 0002052983-26-000002 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 31,237 shares
    Change vs previous 13F +20,546 shares

    0.86% of the 13F portfolio, value $1,691,481.

    13F-HR 0002052983-26-000001 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 10,691 shares
    Change vs previous 13F +3,857 shares

    0.33% of the 13F portfolio, value $578,562.

    13F-HR 0001085146-25-005876 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 6,834 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $368,025.

    13F-HR 0001085146-25-004516 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).