Position in TOL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,459
+$594 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#746
of 797 holders
Holding Since
Mar 2024
10 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, 2026Valued Wealth Advisors LLC holds $54,217 across 7 Residential Construction names. TOL ranks #5 (6.4% of the industry book) .
All Filings in TOL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,459 | 21 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,865 | 21 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $676 | 5 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $690 | 5 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $684 | 6 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $633 | 6 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,511 | 12 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $617 | 4 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $460 | 4 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $258 | 2 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||