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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

TOL holding history

Toll Brothers, Inc. in every 13F filed by Selective Wealth Management, Inc., 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 (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2021
Holdings of TOL by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−600−100.0%Sold outHolders
Q2 2022600$27.0K<0.1%00.0%UnchangedHolders
Q1 2022600$28.0K<0.1%−2,100−77.8%ReducedHolders
Q4 20212,700$195.0K0.1%00.0%UnchangedHolders
Q3 20212,700$149.0K0.1%+1,500+125.0%AddedHolders
Q2 20211,200$69.0K0.1%+1,200NewHolders