Position in TOL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$265,576
New position
Shares Held
1,612
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#570
of 799 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $476,790 across 2 Residential Construction names. TOL ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
1,612 | $265,576 | |
| 2 | NVR |
Nvr Inc
|
31 | $211,214 |
All Filings in TOL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,576 | 1,612 | Shares | Other | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||