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Tolleson Wealth Management, Inc.: IQLT position timeline

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

Tolleson Wealth Management, Inc. held 259,003 IQLT 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 259,003 shares
    Change vs previous 13F -3,471 shares

    1.73% of the 13F portfolio, value $12,833,606.

    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 262,474 shares
    Change vs previous 13F -359 shares

    1.77% of the 13F portfolio, value $12,134,191.

    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 262,833 shares
    Change vs previous 13F -1,622 shares

    1.72% of the 13F portfolio, value $11,945,777.

    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 264,455 shares
    Change vs previous 13F -4,812 shares

    1.81% of the 13F portfolio, value $11,686,249.

    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 269,267 shares
    Change vs previous 13F -13,073 shares

    1.99% of the 13F portfolio, value $11,637,702.

    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 282,340 shares
    Change vs previous 13F -11,978 shares

    2.16% of the 13F portfolio, value $11,206,057.

    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 294,318 shares
    Change vs previous 13F -10,101 shares

    2.24% of the 13F portfolio, value $10,925,000.

    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 304,419 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $12,630,000.

    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).