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Tolleson Wealth Management, Inc.: EFA position timeline

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

Tolleson Wealth Management, Inc. held 82,474 EFA 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 82,474 shares
    Change vs previous 13F -7,932 shares

    1.15% of the 13F portfolio, value $8,567,352.

    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 90,406 shares
    Change vs previous 13F -2,289 shares

    1.28% of the 13F portfolio, value $8,781,091.

    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 92,695 shares
    Change vs previous 13F -4,124 shares

    1.29% of the 13F portfolio, value $8,901,458.

    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 96,819 shares
    Change vs previous 13F -1,455 shares

    1.4% of the 13F portfolio, value $9,039,948.

    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 98,274 shares
    Change vs previous 13F -201 shares

    1.5% of the 13F portfolio, value $8,784,673.

    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 98,475 shares
    Change vs previous 13F -12,869 shares

    1.55% of the 13F portfolio, value $8,048,325.

    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 111,344 shares
    Change vs previous 13F +11,908 shares

    1.73% of the 13F portfolio, value $8,419,000.

    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 99,436 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $8,316,000.

    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).