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Kingsview Wealth Management, LLC: TOL position timeline

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

Kingsview Wealth Management, LLC held 7,218 TOL shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,218 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $1,189,204.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, 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 7,609 shares
    Change vs previous 13F -61,239 shares

    0.01% of the 13F portfolio, value $1,038,456.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, 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 68,848 shares
    Change vs previous 13F -9,003 shares

    0.13% of the 13F portfolio, value $9,309,564.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, 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 77,851 shares
    Change vs previous 13F -8,000 shares

    0.16% of the 13F portfolio, value $10,754,384.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, 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 85,851 shares
    Change vs previous 13F +1,980 shares

    0.17% of the 13F portfolio, value $9,798,137.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, 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 83,871 shares
    Change vs previous 13F +78,746 shares

    0.17% of the 13F portfolio, value $8,855,925.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, 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 5,125 shares
    Change vs previous 13F -62 shares

    0.01% of the 13F portfolio, value $645,493.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, 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 5,187 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $801,303.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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