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Disclosery

Annex Advisory Services, LLC: TOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annex Advisory Services, LLC on TOL, newest first. How the timeline and the estimate are built.

Annex Advisory Services, LLC held 60,662 TOL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,662 shares
    Change vs previous 13F +14,829 shares

    0.17% of the 13F portfolio, value $9,994,009.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 45,833 shares
    Change vs previous 13F +1,582 shares

    0.12% of the 13F portfolio, value $6,254,768.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 44,251 shares
    Change vs previous 13F +10,420 shares

    0.11% of the 13F portfolio, value $5,983,557.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 33,831 shares
    Change vs previous 13F -10,664 shares

    0.1% of the 13F portfolio, value $4,673,407.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 44,495 shares
    Change vs previous 13F -2,642 shares

    0.12% of the 13F portfolio, value $5,078,170.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 47,137 shares
    Change vs previous 13F +573 shares

    0.14% of the 13F portfolio, value $4,977,153.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 46,564 shares
    Change vs previous 13F -199 shares

    0.18% of the 13F portfolio, value $5,864,740.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 46,763 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,224,464.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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