BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in TOL — Toll Brothers, Inc.
CIK 2010186
CINCINNATI, OH
Position in TOL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$49,589
+$49,453 QoQ
Shares Held
301
+30000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#660
of 797 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $626,781 across 6 Residential Construction names. TOL ranks #4 (7.9% of the industry book) .
All Filings in TOL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,589 | 301 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $136 | 1 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||