Edmonds Duncan Registered Investment Advisors, LLC: TOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edmonds Duncan Registered Investment Advisors, LLC on TOL, newest first. How the timeline and the estimate are built.

Edmonds Duncan Registered Investment Advisors, LLC held 0 TOL shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

period ended2024-09-30
13F 0 shares
Change vs previous 13F -2,660 shares
13F-HR 0001668155-24-000004 filed by Edmonds Duncan Registered Investment Advisors, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-06-30
13F 2,660 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $306,379.
13F-HR 0001668155-24-000003 filed by Edmonds Duncan Registered Investment Advisors, LLC
Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 2,660 shares
Change vs previous 13F -593 shares
0.09% of the 13F portfolio, value $344,124.
13F-HR 0001668155-24-000002 filed by Edmonds Duncan Registered Investment Advisors, LLC
Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 3,253 shares
Change vs previous 13F +8 shares
0.09% of the 13F portfolio, value $334,376.
13F-HR 0001668155-24-000001 filed by Edmonds Duncan Registered Investment Advisors, LLC
Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 3,245 shares
Change vs previous 13F +19 shares
0.07% of the 13F portfolio, value $240,000.
13F-HR 0001668155-23-000004 filed by Edmonds Duncan Registered Investment Advisors, LLC
Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 3,226 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $255,080.
13F-HR 0001668155-23-000003 filed by Edmonds Duncan Registered Investment Advisors, LLC
Filed 2023-07-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).