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Disclosery

LPL Financial LLC: TOLZ position timeline

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

LPL Financial LLC held 48,322 TOLZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,322 shares
    Change vs previous 13F +11,354 shares

    <0.01% of the 13F portfolio, value $2,864,026.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 36,968 shares
    Change vs previous 13F -3,592 shares

    <0.01% of the 13F portfolio, value $2,217,339.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 40,560 shares
    Change vs previous 13F -4,909 shares

    <0.01% of the 13F portfolio, value $2,196,331.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 45,469 shares
    Change vs previous 13F -4,535 shares

    <0.01% of the 13F portfolio, value $2,460,562.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 50,004 shares
    Change vs previous 13F +20,843 shares

    <0.01% of the 13F portfolio, value $2,692,839.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 29,161 shares
    Change vs previous 13F +670 shares

    <0.01% of the 13F portfolio, value $1,535,462.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 28,491 shares
    Change vs previous 13F +838 shares

    <0.01% of the 13F portfolio, value $1,399,493.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 27,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,398,152.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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