Tolleson Wealth Management, Inc.: EEMV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tolleson Wealth Management, Inc. on EEMV, newest first. How the timeline and the estimate are built.
Tolleson Wealth Management, Inc. held 3,081 EEMV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,081 sharesChange vs previous 13F +3,081 shares
0.03% of the 13F portfolio, value $231,938.
13F-HR 0001772937-26-000010 filed by Tolleson Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 0 sharesChange vs previous 13F -3,888 shares
13F-HR/A 0001772937-25-000014 filed by Tolleson Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F/A 3,888 sharesChange vs previous 13F -522 shares
0.04% of the 13F portfolio, value $226,826.
13F-HR/A 0001772937-25-000013 filed by Tolleson Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,410 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $256,000.
13F-HR 0001772937-25-000004 filed by Tolleson Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,410 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $277,000.
13F-HR 0001772937-24-000009 filed by Tolleson Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).