Toast shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of Toast (TOST) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in Toast
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Quarterly reported holdings in Toast by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $638k | 18k | 36.51 |
| 2025-06-30 | $774k | 18k | 44.29 |
| 2025-03-31 | $772k | 23k | 33.17 |
| 2024-12-31 | $848k | 23k | 36.43 |
| 2024-09-30 | $1.4M | 49k | 28.31 |
| 2024-03-31 | $1.4M | 58k | 24.93 |
| 2023-12-31 | $1.1M | 58k | 18.26 |
| 2023-09-30 | $1.1M | 58k | 18.73 |
| 2023-03-31 | $1.0M | 58k | 17.75 |
| 2022-12-31 | $1.0M | 58k | 18.03 |
| 2022-09-30 | $972k | 58k | 16.72 |
| 2022-06-30 | $753k | 58k | 12.95 |
| 2022-03-31 | $1.3M | 58k | 21.72 |
| 2021-12-31 | $302k | 8.7k | 34.66 |