Tolleson Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Tolleson Wealth Management going back to April 9, 2019
- Tolleson Wealth Management 2024 Q1 - filed May 15, 2024 - new!
- Tolleson Wealth Management 2023 Q4 - filed Feb. 14, 2024
- Tolleson Wealth Management 2023 Q3 - filed Nov. 14, 2023
- Tolleson Wealth Management 2023 Q2 - filed Aug. 14, 2023
- Tolleson Wealth Management 2023 Q1 - filed May 15, 2023
- Tolleson Wealth Management 2022 Q4 - filed Feb. 14, 2023
- Tolleson Wealth Management 2022 Q3 - filed Nov. 14, 2022
- Tolleson Wealth Management 2022 Q2 - filed Aug. 15, 2022
- Tolleson Wealth Management 2022 Q1 - filed May 16, 2022
- Tolleson Wealth Management 2021 Q4 - filed Feb. 14, 2022
- Tolleson Wealth Management 2021 Q3 - filed Nov. 15, 2021
- Tolleson Wealth Management 2021 Q2 - filed Aug. 13, 2021
- Tolleson Wealth Management 2021 Q1 - filed May 5, 2021
- Tolleson Wealth Management 2020 Q4 - filed Feb. 16, 2021
- Tolleson Wealth Management 2020 Q1 restated - filed Nov. 20, 2020
- Tolleson Wealth Management 2020 Q2 restated - filed Nov. 20, 2020
- Tolleson Wealth Management 2020 Q3 - filed Nov. 16, 2020
- Tolleson Wealth Management 2019 Q4 restated - filed Aug. 25, 2020
- Tolleson Wealth Management 2020 Q1 restated - filed Aug. 25, 2020
- Tolleson Wealth Management 2020 Q2 - filed Aug. 14, 2020
- Tolleson Wealth Management 2020 Q1 - filed May 15, 2020
- Tolleson Wealth Management 2019 Q4 - filed Feb. 14, 2020
- Tolleson Wealth Management 2019 Q3 - filed Nov. 14, 2019
- Tolleson Wealth Management 2019 Q2 - filed Aug. 13, 2019
- Tolleson Wealth Management 2019 Q1 - filed May 9, 2019
- Tolleson Wealth Management 2018 Q4 - filed April 9, 2019