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Disclosery

Brown Financial Advisors: TOLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brown Financial Advisors on TOLZ, newest first. How the timeline and the estimate are built.

Brown Financial Advisors held 18,977 TOLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,977 shares
    Change vs previous 13F +202 shares

    0.39% of the 13F portfolio, value $1,124,767.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 18,775 shares
    Change vs previous 13F +42 shares

    0.43% of the 13F portfolio, value $1,126,125.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 18,733 shares
    Change vs previous 13F +165 shares

    0.37% of the 13F portfolio, value $1,014,392.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 18,568 shares
    Change vs previous 13F +1,323 shares

    0.37% of the 13F portfolio, value $1,004,815.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 17,245 shares
    Change vs previous 13F -365 shares

    0.36% of the 13F portfolio, value $928,678.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 17,610 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $927,244.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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