Skip to content
Disclosery

Parcion Private Wealth LLC: TOL position timeline

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

Parcion Private Wealth LLC held 2,287 TOL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,287 shares
    Change vs previous 13F +98 shares

    0.02% of the 13F portfolio, value $376,783.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 2,189 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $298,733.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 2,253 shares
    Change vs previous 13F +92 shares

    0.02% of the 13F portfolio, value $304,651.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 2,161 shares
    Change vs previous 13F +66 shares

    0.02% of the 13F portfolio, value $298,521.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 2,095 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $239,102.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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