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Dogwood Wealth Management LLC

Position in TOL — Toll Brothers, Inc.

CIK 2056922 LENEXA, KS

Position in TOL

as of Jun 30, 2026 · filed Jul 6, 2026
Position Value
$10,379
+$1,782 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#711
of 799 holders
Holding Since
Jun 2025
5 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, 2026

Dogwood Wealth Management LLC holds $25,558 across 4 Residential Construction names. TOL ranks #2 (40.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TOL
Toll Brothers, Inc.
This page
63 $10,379

All Filings in TOL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,379 63
2026-03-31 $8,597 63
2025-12-31 $8,518 63
2025-09-30 $8,702 63
2025-06-30 $7,190 63