Tolleson Wealth Management, Inc.
FollowFiler group, 4 members, built by the linking rules
Tolleson Wealth Management, Inc. is a filer group of 4 members, 4 of them filing 13F reports, with 104 filings between them.
Members
Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).
| Member | Kind | Quarters | Evidence |
|---|---|---|---|
| Tolleson Private Wealth Management, LLCCIK 1692067 | 13F filer | all |
|
| Tolleson Wealth Management, Inc.CIK 1772937 | 13F filer | all |
|
| TPWM Services, Inc.CIK 1772938 | 13F filer | from Q4 2018 |
|
| Tolleson Private BankCIK 1803279 | 13F filer | from Q4 2024 |
|
Filings of the group
The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner. The newest 100 of 104.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-NT 0001692067-26-000006 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-26-000010 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001803279-26-000004 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-26-000006 | Quarter ended 2026-03-31 | 2026-07-28 | acceptance time not in the bulk data set | |
| 13F-NT 0001803279-26-000002 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-26-000004 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-26-000001 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-26-000003 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001803279-26-000001 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-26-000001 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-25-000005 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-25-000005 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-25-000016 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001803279-25-000003 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001772937-25-000014 | Quarter ended 2025-06-30 | 2025-08-28 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001772937-25-000013 | Quarter ended 2025-03-31 | 2025-08-28 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-25-000003 | Quarter ended 2025-06-30 | 2025-08-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-25-000011 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-25-000010 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-25-000009 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-25-000007 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-25-000006 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-25-000005 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-25-000008 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001803279-25-000001 | Quarter ended 2024-12-31 | 2025-02-19 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-25-000001 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-25-000004 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-25-000001 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-24-000009 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-24-000011 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-24-000010 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-24-000007 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-24-000006 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-24-000005 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-24-000002 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-24-000003 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-24-000004 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-24-000002 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-24-000001 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-24-000001 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-23-000010 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-23-000008 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-23-000009 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-23-000005 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-23-000006 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-23-000007 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-23-000004 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-23-000001 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-23-000003 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-23-000002 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-23-000001 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-23-000003 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-22-000008 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-22-000004 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-22-000006 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-22-000006 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-22-000003 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-22-000005 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-22-000003 | Quarter ended 2022-03-31 | 2022-05-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-22-000003 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-22-000002 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-22-000001 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-22-000002 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-22-000001 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-21-000005 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-21-000004 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-21-000006 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-21-000005 | Quarter ended 2021-06-30 | 2021-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-21-000004 | Quarter ended 2021-06-30 | 2021-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-21-000003 | Quarter ended 2021-06-30 | 2021-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-21-000002 | Quarter ended 2021-03-31 | 2021-05-05 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-21-000003 | Quarter ended 2021-03-31 | 2021-05-05 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-21-000002 | Quarter ended 2021-03-31 | 2021-05-05 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-21-000002 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-21-000001 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-21-000001 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001772937-20-000007 | Quarter ended 2020-03-31 | 2020-11-20 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001772937-20-000008 | Quarter ended 2020-06-30 | 2020-11-20 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-20-000005 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-20-000006 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-20-000004 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001772937-20-000004 | Quarter ended 2019-12-31 | 2020-08-25 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001772937-20-000005 | Quarter ended 2020-03-31 | 2020-08-25 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-20-000004 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-20-000003 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-20-000003 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-20-000002 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-20-000002 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-20-000003 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-20-000002 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-20-000001 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-20-000001 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-19-000003 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-19-000006 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001692067-19-000004 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-19-000004 | Quarter ended 2019-06-30 | 2019-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001772937-19-000005 | Quarter ended 2019-06-30 | 2019-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-19-000003 | Quarter ended 2019-06-30 | 2019-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001772938-19-000002 | Quarter ended 2019-03-31 | 2019-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001772937-19-000002 | Quarter ended 2019-03-31 | 2019-05-09 | acceptance time not in the bulk data set |