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Disclosery

IEQ CAPITAL, LLC: TOL position timeline

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

IEQ CAPITAL, LLC held 128,217 TOL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,217 shares
    Change vs previous 13F -31,591 shares

    0.1% of the 13F portfolio, value $21,123,748.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 159,808 shares
    Change vs previous 13F -15,110 shares

    0.1% of the 13F portfolio, value $21,808,963.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 174,918 shares
    Change vs previous 13F -12,401 shares

    0.07% of the 13F portfolio, value $23,652,390.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 187,319 shares
    Change vs previous 13F +16,253 shares

    0.08% of the 13F portfolio, value $25,876,216.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 171,066 shares
    Change vs previous 13F +148,066 shares

    0.12% of the 13F portfolio, value $19,523,739.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 23,000 shares
    Change vs previous 13F +7,710 shares

    0.02% of the 13F portfolio, value $2,428,591.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 15,290 shares
    Change vs previous 13F +12,207 shares

    0.02% of the 13F portfolio, value $1,925,794.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 3,083 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $476,329.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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