Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

TOL holding history

Toll Brothers, Inc. in every 13F filed by Summit Financial, 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): 26,535
Value: $4.37M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of TOL by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,535	$4.37M	<0.1%	+23,863+893.1%	Added	Holders
Q1 2026	2,672	$364.6K	<0.1%	+745+38.7%	Added	Holders
Q4 2025	1,927	$260.5K	<0.1%	+213+12.4%	Added	Holders
Q3 2025	1,714	$236.7K	<0.1%	+1,714	New	Holders