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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

TOL holding history

Toll Brothers, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TOL overviewAll 13F holders of TOLFull Q2 2026 holdings

Shares (Q2 2026)
2,797
Value
$460.8K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of TOL by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,797$460.8K<0.1%−838−23.1%ReducedHolders
Q1 20263,635$496.1K<0.1%+283+8.4%AddedHolders
Q4 20253,352$453.3K<0.1%−71−2.1%ReducedHolders
Q3 20253,423$472.9K<0.1%+280+8.9%AddedHolders
Q2 20253,143$358.7K<0.1%+2,979+1,816.5%AddedHolders
Q1 2025164$17.3K<0.1%+80+95.2%AddedHolders
Q4 202484$10.6K<0.1%−20−19.2%ReducedHolders
Q3 2024104$16.1K<0.1%+24+30.0%AddedHolders
Q2 202480$11.4K<0.1%+24+42.9%AddedHolders
Q1 202456$6.67K<0.1%+18+47.4%AddedHolders
Q4 202338$3.91K<0.1%00.0%UnchangedHolders
Q3 202338$2.81K<0.1%−7−15.6%ReducedHolders
Q2 202345$3.56K<0.1%00.0%UnchangedHolders
Q1 202345$2.70K<0.1%+25+125.0%AddedHolders
Q4 202220$998<0.1%00.0%UnchangedHolders
Q3 202220$1.00K<0.1%+20NewHolders