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Disclosery

SVB WEALTH LLC: TOLZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SVB WEALTH LLC on TOLZ, newest first. How the timeline and the estimate are built.

SVB WEALTH LLC held 5,875 TOLZ shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,875 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $348,182.

    13F-HR 0001626116-26-000003 filed by SVB 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 6,018 shares
    Change vs previous 13F -637 shares

    0.02% of the 13F portfolio, value $360,984.

    13F-HR 0001626116-26-000002 filed by SVB 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 6,655 shares
    Change vs previous 13F -1,085 shares

    0.02% of the 13F portfolio, value $360,342.

    13F-HR 0001626116-26-000001 filed by SVB 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 7,740 shares
    Change vs previous 13F -8,204 shares

    0.02% of the 13F portfolio, value $418,821.

    13F-HR 0001626116-25-000005 filed by SVB 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 15,944 shares
    Change vs previous 13F -16,362 shares

    0.05% of the 13F portfolio, value $858,612.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 32,306 shares
    Change vs previous 13F -23,381 shares

    0.07% of the 13F portfolio, value $1,701,034.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH 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 55,687 shares
    Change vs previous 13F +45,261 shares

    0.05% of the 13F portfolio, value $2,735,358.

    13F-HR 0001626116-25-000001 filed by SVB WEALTH 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 10,426 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $527,129.

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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