LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: TOL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA on TOL, newest first. How the timeline and the estimate are built.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held 405 TOL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 405 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $66,724.
13F-HR 0000932974-26-000008 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 405 sharesChange vs previous 13F +405 shares
<0.01% of the 13F portfolio, value $56,749.
13F-HR 0000932974-26-000003 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -200 shares
13F-HR 0000932974-25-000013 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 200 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $22,826.
13F-HR 0000932974-25-000012 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 200 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $19,638.
13F-HR 0000932974-25-000004 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 200 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $27,982.
13F-HR 0000932974-25-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 200 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $30,142.
13F-HR 0000932974-24-000006 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).