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Tolleson Wealth Management, Inc.: OWNS position timeline

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

Tolleson Wealth Management, Inc. held 113,332 OWNS 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 113,332 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,957,810.

    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 113,332 shares
    Change vs previous 13F +42,231 shares

    0.29% of the 13F portfolio, value $1,985,833.

    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 71,101 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,255,931.

    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 71,101 shares
    Change vs previous 13F +425 shares

    0.19% of the 13F portfolio, value $1,250,152.

    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 70,676 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,222,536.

    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 70,676 shares
    Change vs previous 13F +887 shares

    0.24% of the 13F portfolio, value $1,222,841.

    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 69,789 shares
    Change vs previous 13F +18,277 shares

    0.24% of the 13F portfolio, value $1,179,000.

    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 51,512 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $906,000.

    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).