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Disclosery

First Citizens Asset Management, Inc.: TOLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Citizens Asset Management, Inc. on TOLZ, newest first. How the timeline and the estimate are built.

First Citizens Asset Management, Inc. held 3,787 TOLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,787 shares
    Change vs previous 13F +132 shares

    0.07% of the 13F portfolio, value $224,455.

    13F-HR 0001964116-26-000017 filed by First Citizens Asset Management, Inc.
    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 3,655 shares
    Change vs previous 13F +3,655 shares

    0.08% of the 13F portfolio, value $219,227.

    13F-HR 0001964116-26-000002 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -22,644 shares

    13F-HR/A 0001964116-26-000011 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F/A 22,644 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,144,886.

    13F-HR/A 0001964116-26-000010 filed by First Citizens Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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