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Tolleson Wealth Management, Inc.: HIMU position timeline

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

Tolleson Wealth Management, Inc. held 625,952 HIMU 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 625,952 shares
    Change vs previous 13F +12,179 shares

    4.2% of the 13F portfolio, value $31,172,410.

    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 613,773 shares
    Change vs previous 13F +19,099 shares

    4.3% of the 13F portfolio, value $29,448,829.

    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 594,674 shares
    Change vs previous 13F +46,418 shares

    4.18% of the 13F portfolio, value $28,948,730.

    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 548,256 shares
    Change vs previous 13F +83,282 shares

    4.17% of the 13F portfolio, value $26,968,713.

    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 464,974 shares
    Change vs previous 13F +52,581 shares

    3.86% of the 13F portfolio, value $22,611,686.

    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 412,393 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $20,425,825.

    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).