Skip to content
Disclosery

Ascentis Wealth Management, LLC: TOL position timeline

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

Ascentis Wealth Management, LLC held 3,275 TOL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,275 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $539,641.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, 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 3,271 shares
    Change vs previous 13F +5 shares

    0.09% of the 13F portfolio, value $446,398.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, 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 3,266 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $441,717.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, 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 3,262 shares
    Change vs previous 13F +182 shares

    0.1% of the 13F portfolio, value $450,623.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, 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 3,080 shares
    Change vs previous 13F +1,103 shares

    0.09% of the 13F portfolio, value $363,482.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, 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 1,977 shares
    Change vs previous 13F -3,716 shares

    0.06% of the 13F portfolio, value $208,236.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 1,977 shares

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

  7. period ended2024-12-31
    13F 5,693 shares
    Change vs previous 13F -585 shares

    0.08% of the 13F portfolio, value $717,057.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,521 shares
    • Ascentis Wealth Management, LLC: 2,172 shares

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

  8. period ended2024-09-30
    13F/A 6,278 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $969,922.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,307 shares
    • Ascentis Wealth Management, LLC: 1,971 shares

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