Skip to content
Disclosery

Moran Wealth Management, LLC: TOL position timeline

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

Moran Wealth Management, LLC held 89,996 TOL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,996 shares
    Change vs previous 13F +508 shares

    0.4% of the 13F portfolio, value $14,826,842.

    13F-HR 0001965334-26-000004 filed by Moran 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 89,488 shares
    Change vs previous 13F +9,992 shares

    0.37% of the 13F portfolio, value $12,212,428.

    13F-HR 0002085853-26-000507 filed by Moran 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 79,496 shares
    Change vs previous 13F +5,405 shares

    0.33% of the 13F portfolio, value $10,749,449.

    13F-HR 0002085853-26-000091 filed by Moran 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 74,091 shares
    Change vs previous 13F +41,779 shares

    0.31% of the 13F portfolio, value $10,234,931.

    13F-HR 0002085853-25-000149 filed by Moran 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 32,312 shares
    Change vs previous 13F -3,631 shares

    0.11% of the 13F portfolio, value $3,687,769.

    13F-HR 0001667731-25-000988 filed by Moran 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 35,943 shares
    Change vs previous 13F +1,269 shares

    0.13% of the 13F portfolio, value $3,795,231.

    13F-HR 0001667731-25-000498 filed by Moran 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 34,674 shares
    Change vs previous 13F +1,787 shares

    0.14% of the 13F portfolio, value $4,367,190.

    13F-HR 0001667731-25-000219 filed by Moran 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 32,887 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,080,713.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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