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Tolleson Wealth Management, Inc.: AAXJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tolleson Wealth Management, Inc. on AAXJ, newest first. How the timeline and the estimate are built.

Tolleson Wealth Management, Inc. held 33,957 AAXJ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,957 shares
    Change vs previous 13F -5,249 shares

    0.55% of the 13F portfolio, value $4,052,063.

    13F-HR 0001772937-26-000010 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,206 shares
    Change vs previous 13F -2,482 shares

    0.55% of the 13F portfolio, value $3,775,125.

    13F-HR 0001772937-26-000006 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,688 shares
    Change vs previous 13F -1,613 shares

    0.56% of the 13F portfolio, value $3,881,967.

    13F-HR 0001772937-26-000001 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,301 shares
    Change vs previous 13F -525 shares

    0.61% of the 13F portfolio, value $3,949,898.

    13F-HR 0001772937-25-000016 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 43,826 shares
    Change vs previous 13F -70 shares

    0.62% of the 13F portfolio, value $3,620,887.

    13F-HR/A 0001772937-25-000014 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 43,896 shares
    Change vs previous 13F -203 shares

    0.63% of the 13F portfolio, value $3,248,288.

    13F-HR/A 0001772937-25-000013 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,099 shares
    Change vs previous 13F -131 shares

    0.65% of the 13F portfolio, value $3,183,000.

    13F-HR 0001772937-25-000004 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,230 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,470,000.

    13F-HR 0001772937-24-000009 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).