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CAPTRUST FINANCIAL ADVISORS: TOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on TOL, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 99,369 TOL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,369 shares
    Change vs previous 13F +1,811 shares

    0.03% of the 13F portfolio, value $16,371,000.

    13F-HR 0001062993-26-004295 filed by CAPTRUST 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 97,558 shares
    Change vs previous 13F +70,336 shares

    0.02% of the 13F portfolio, value $13,312,114.

    13F-HR 0001062993-26-002655 filed by CAPTRUST 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 27,222 shares
    Change vs previous 13F +4,823 shares

    0.01% of the 13F portfolio, value $3,680,933.

    13F-HR 0001062993-26-000955 filed by CAPTRUST 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 22,399 shares
    Change vs previous 13F +1,112 shares

    0.01% of the 13F portfolio, value $3,094,223.

    13F-HR 0001062993-25-016947 filed by CAPTRUST 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 21,287 shares
    Change vs previous 13F +14,884 shares

    0.01% of the 13F portfolio, value $2,429,485.

    13F-HR 0001062993-25-014473 filed by CAPTRUST 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 6,403 shares
    Change vs previous 13F +2,311 shares

    <0.01% of the 13F portfolio, value $676,093.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 4,092 shares
    Change vs previous 13F +840 shares

    <0.01% of the 13F portfolio, value $515,388.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 3,252 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $502,401.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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