Tolleson Wealth Management, Inc.: IBIT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tolleson Wealth Management, Inc. on IBIT, newest first. How the timeline and the estimate are built.
Tolleson Wealth Management, Inc. held 26,065 IBIT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 26,065 sharesChange vs previous 13F +5,250 shares
0.12% of the 13F portfolio, value $867,704.
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 ended2026-03-3113F 20,815 sharesChange vs previous 13F +4,750 shares
0.12% of the 13F portfolio, value $799,712.
13F-HR 0001772937-26-000006 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 ended2025-12-3113F 16,065 sharesChange vs previous 13F +16,065 shares
0.12% of the 13F portfolio, value $797,627.
13F-HR 0001772937-26-000001 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 ended2025-03-3113F/A 0 sharesChange vs previous 13F -21,575 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 21,575 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,145,000.
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).