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Summit Place Financial Advisors, LLC: TOL position timeline

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

Summit Place Financial Advisors, LLC held 15,115 TOL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,115 shares
    Change vs previous 13F +800 shares

    1.09% of the 13F portfolio, value $2,490,205.

    13F-HR 0001801413-26-000003 filed by Summit Place Financial Advisors, 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 14,315 shares
    Change vs previous 13F +1,425 shares

    0.94% of the 13F portfolio, value $1,953,575.

    13F-HR 0001801413-26-000002 filed by Summit Place Financial Advisors, 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 12,890 shares
    Change vs previous 13F +6,075 shares

    0.84% of the 13F portfolio, value $1,742,989.

    13F-HR 0001801413-26-000001 filed by Summit Place Financial Advisors, 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 6,815 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $941,424.

    13F-HR 0001801413-25-000009 filed by Summit Place Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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