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Tolleson Wealth Management, Inc.: LRGF position timeline

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

Tolleson Wealth Management, Inc. held 2,326,510 LRGF 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 2,326,510 shares
    Change vs previous 13F -9,556 shares

    23.72% of the 13F portfolio, value $175,953,974.

    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 2,336,066 shares
    Change vs previous 13F -10,267 shares

    22.51% of the 13F portfolio, value $154,180,370.

    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 2,346,333 shares
    Change vs previous 13F +125,766 shares

    23.52% of the 13F portfolio, value $162,905,908.

    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 2,220,567 shares
    Change vs previous 13F +120,841 shares

    23.73% of the 13F portfolio, value $153,396,768.

    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 2,099,726 shares
    Change vs previous 13F +215,653 shares

    23.01% of the 13F portfolio, value $134,655,422.

    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 1,884,073 shares
    Change vs previous 13F +46,567 shares

    21.03% of the 13F portfolio, value $109,050,133.

    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 1,837,506 shares
    Change vs previous 13F -115,111 shares

    22.74% of the 13F portfolio, value $110,893,000.

    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 1,952,617 shares
    Change vs previous 13F not available

    21.87% of the 13F portfolio, value $114,755,000.

    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).