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Steward Partners Investment Advisory, LLC: TOL position timeline

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

Steward Partners Investment Advisory, LLC held 23,156 TOL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,156 shares
    Change vs previous 13F +9,918 shares

    0.02% of the 13F portfolio, value $3,814,992.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 13,238 shares
    Change vs previous 13F -387 shares

    0.01% of the 13F portfolio, value $1,806,530.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 13,625 shares
    Change vs previous 13F -1,574 shares

    0.01% of the 13F portfolio, value $1,842,427.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 15,199 shares
    Change vs previous 13F +3,858 shares

    0.01% of the 13F portfolio, value $2,099,603.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 11,341 shares
    Change vs previous 13F +154 shares

    0.01% of the 13F portfolio, value $1,294,325.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 11,187 shares
    Change vs previous 13F -11,005 shares

    0.01% of the 13F portfolio, value $1,181,192.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 22,192 shares
    Change vs previous 13F -7,407 shares

    0.02% of the 13F portfolio, value $2,795,119.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 29,599 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,572,788.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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