Toll Brothers shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Toll Brothers
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Quarterly reported holdings in Toll Brothers by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 34k | 138.14 |
| 2025-06-30 | $5.1M | 45k | 114.13 |
| 2025-03-31 | $5.0M | 47k | 105.59 |
| 2024-12-31 | $5.9M | 47k | 125.95 |
| 2024-09-30 | $7.2M | 47k | 154.49 |
| 2024-06-30 | $2.8M | 24k | 115.18 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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