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Tolleson Wealth Management, Inc.: ITOT position timeline

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

Tolleson Wealth Management, Inc. held 267,378 ITOT 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 267,378 shares
    Change vs previous 13F -744 shares

    5.92% of the 13F portfolio, value $43,922,184.

    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 268,122 shares
    Change vs previous 13F -2,645 shares

    5.57% of the 13F portfolio, value $38,188,616.

    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 270,767 shares
    Change vs previous 13F -2,958 shares

    5.81% of the 13F portfolio, value $40,260,345.

    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 273,725 shares
    Change vs previous 13F -2,923 shares

    6.17% of the 13F portfolio, value $39,868,046.

    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 276,648 shares
    Change vs previous 13F -1,356 shares

    6.38% of the 13F portfolio, value $37,358,546.

    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 278,004 shares
    Change vs previous 13F +87 shares

    6.54% of the 13F portfolio, value $33,919,268.

    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 277,917 shares
    Change vs previous 13F -9,109 shares

    7.33% of the 13F portfolio, value $35,746,000.

    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 287,026 shares
    Change vs previous 13F not available

    6.87% of the 13F portfolio, value $36,056,000.

    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).