Skip to content
Disclosery

Strategic Wealth Partners, Ltd.: TOL position timeline

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

Strategic Wealth Partners, Ltd. held 666 TOL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 666 shares
    Change vs previous 13F -93,386 shares

    0.01% of the 13F portfolio, value $109,646.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    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 94,052 shares
    Change vs previous 13F +6,224 shares

    0.89% of the 13F portfolio, value $12,835,295.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    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 87,828 shares
    Change vs previous 13F +41,735 shares

    0.81% of the 13F portfolio, value $11,876,091.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    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 46,093 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,367,287.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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