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Focus Partners Wealth: TOL position timeline

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

Focus Partners Wealth held 82,576 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 82,576 shares
    Change vs previous 13F -15,325 shares

    0.01% of the 13F portfolio, value $13,604,582.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 73,587 shares
    • Focus Partners Advisor Solutions, LLC: 8,989 shares

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

  2. period ended2026-03-31
    13F 97,901 shares
    Change vs previous 13F +8,666 shares

    0.01% of the 13F portfolio, value $13,401,679.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 86,196 shares
    • Focus Partners Advisor Solutions, LLC: 11,705 shares

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

  3. period ended2025-12-31
    13F 89,235 shares
    Change vs previous 13F +2,905 shares

    0.01% of the 13F portfolio, value $12,077,133.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 74,591 shares
    • Focus Partners Advisor Solutions, LLC: 14,644 shares

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

  4. period ended2025-09-30
    13F 86,330 shares
    Change vs previous 13F +4,412 shares

    0.02% of the 13F portfolio, value $11,893,693.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 73,384 shares
    • Focus Partners Advisor Solutions, LLC: 12,946 shares

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

  5. period ended2025-06-30
    13F 81,918 shares
    Change vs previous 13F +5,071 shares

    0.02% of the 13F portfolio, value $9,349,341.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 69,394 shares
    • Focus Partners Advisor Solutions, LLC: 12,524 shares

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

  6. period ended2025-03-31
    13F/A 76,847 shares
    Change vs previous 13F +10,629 shares

    0.02% of the 13F portfolio, value $8,114,322.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 73,832 shares
    • Focus Partners Advisor Solutions, LLC: 3,015 shares

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

  7. period ended2024-12-31
    13F/A 66,218 shares
    Change vs previous 13F +8,754 shares

    0.02% of the 13F portfolio, value $8,340,256.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 66,218 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 57,464 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,877,694.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 55,843 shares
    • Focus Partners Advisor Solutions, LLC: 1,621 shares

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