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
Tip: Access up to 7 years of quarterly data
All positions including Toast held by Trevian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Toast by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |