Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

TOL holding history

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

TOL overview All 13F holders of TOL Full Q2 2026 holdings

Shares (Q2 2026): 8,481
Value: $1.40M
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2023

Holdings of TOL by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,481	$1.40M	<0.1%	+1,049+14.1%	Added	Holders
Q1 2026	7,432	$1.01M	<0.1%	+7,432	New	Holders
Q4 2023	0	$0	0.0%	−2,730−100.0%	Sold out	Holders
Q3 2023	2,730	$201.9K	<0.1%	+2,730	New	Holders