Toast shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Toast (TOST) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Toast
Tip: Access up to 7 years of quarterly data
All positions including Toast held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Toast by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 12k | 36.51 |
| 2025-06-30 | $523k | 12k | 44.29 |
| 2025-03-31 | $405k | 12k | 32.66 |
| 2024-12-31 | $458k | 13k | 36.38 |
| 2024-09-30 | $263k | 10k | 26.28 |
| 2024-06-30 | $254k | 9.9k | 25.77 |
| 2024-03-31 | $264k | 11k | 24.92 |
| 2023-12-31 | $382k | 21k | 18.26 |
| 2023-09-30 | $396k | 21k | 18.73 |
| 2023-06-30 | $460k | 20k | 22.57 |
| 2023-03-31 | $388k | 22k | 17.75 |
| 2022-12-31 | $404k | 22k | 18.03 |
| 2022-09-30 | $379k | 23k | 16.70 |
| 2022-06-30 | $276k | 21k | 12.94 |
| 2022-03-31 | $211k | 9.7k | 21.75 |
More positions owned by Trinity Financial Advisors
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