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Kestra Advisory Services, LLC: TOL position timeline

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

Kestra Advisory Services, LLC held 13,695 TOL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,695 shares
    Change vs previous 13F -613 shares

    0.01% of the 13F portfolio, value $2,256,184.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,779 shares
    • Kestra Advisory Services, LLC: 11,916 shares

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

  2. period ended2026-03-31
    13F 14,308 shares
    Change vs previous 13F -2,324 shares

    0.01% of the 13F portfolio, value $1,952,655.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,865 shares
    • Kestra Advisory Services, LLC: 12,443 shares

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

  3. period ended2025-12-31
    13F 16,632 shares
    Change vs previous 13F -476 shares

    0.01% of the 13F portfolio, value $2,249,031.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,966 shares
    • Kestra Advisory Services, LLC: 14,666 shares

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

  4. period ended2025-09-30
    13F 17,108 shares
    Change vs previous 13F +1,310 shares

    0.01% of the 13F portfolio, value $2,363,407.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,479 shares
    • Kestra Advisory Services, LLC: 14,629 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 15,798 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $1,802,987.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,558 shares
    • Kestra Advisory Services, LLC: 13,220 shares
    • Kestra Investment Management, LLC: 20 shares

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

  6. period ended2025-03-31
    13F 15,754 shares
    Change vs previous 13F +413 shares

    0.01% of the 13F portfolio, value $1,663,465.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,531 shares
    • Kestra Advisory Services, LLC: 12,223 shares

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

  7. period ended2024-12-31
    13F 15,341 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $1,932,199.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,654 shares
    • Kestra Advisory Services, LLC: 12,687 shares

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

  8. period ended2024-09-30
    13F 15,267 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,358,617.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,595 shares
    • Kestra Advisory Services, LLC: 12,672 shares

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