Old North State Trust, LLC: TOL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Old North State Trust, LLC on TOL, newest first. How the timeline and the estimate are built.
Old North State Trust, LLC held 8,044 TOL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 8,044 sharesChange vs previous 13F +260 shares
0.68% of the 13F portfolio, value $1,325,000.
13F-HR 0001760444-26-000003 filed by Old North State Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,784 sharesChange vs previous 13F +346 shares
0.63% of the 13F portfolio, value $1,062,000.
13F-HR 0001760444-26-000002 filed by Old North State Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,438 sharesChange vs previous 13F +450 shares
0.59% of the 13F portfolio, value $1,006,000.
13F-HR 0001760444-26-000001 filed by Old North State Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,988 sharesChange vs previous 13F +408 shares
0.59% of the 13F portfolio, value $965,000.
13F-HR 0001760444-25-000006 filed by Old North State Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,580 sharesChange vs previous 13F +1,394 shares
0.51% of the 13F portfolio, value $751,000.
13F-HR 0001760444-25-000003 filed by Old North State Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,186 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $653,000.
13F-HR 0001760444-25-000002 filed by Old North State Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,186 sharesChange vs previous 13F +3,117 shares
0.42% of the 13F portfolio, value $653,000.
13F-HR 0001760444-25-000001 filed by Old North State Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,069 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $320,000.
13F-HR 0001760444-24-000005 filed by Old North State Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).