Position in TOL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$872,186
+$231,869 QoQ
Shares Held
5,294
+12.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#361
of 799 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Compound Planning, Inc. holds $3,173,536 across 3 Residential Construction names. TOL ranks #3 (27.5% of the industry book) .
All Filings in TOL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,186 | 5,294 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $640,317 | 4,692 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $591,181 | 4,372 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $574,386 | 4,158 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $369,438 | 3,237 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $265,558 | 2,515 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $335,027 | 2,660 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $452,964 | 2,932 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $313,980 | 2,726 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $295,092 | 2,281 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $210,513 | 2,048 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||