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Tolleson Wealth Management, Inc.: QUS position timeline

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

Tolleson Wealth Management, Inc. held 511,934 QUS 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 511,934 shares
    Change vs previous 13F -25,949 shares

    12.89% of the 13F portfolio, value $95,660,858.

    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 537,883 shares
    Change vs previous 13F -6,520 shares

    13.48% of the 13F portfolio, value $92,322,238.

    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 544,403 shares
    Change vs previous 13F -12,805 shares

    13.69% of the 13F portfolio, value $94,826,837.

    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 557,208 shares
    Change vs previous 13F -11,268 shares

    14.76% of the 13F portfolio, value $95,394,010.

    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 568,476 shares
    Change vs previous 13F -16,082 shares

    15.85% of the 13F portfolio, value $92,712,751.

    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 584,558 shares
    Change vs previous 13F -23,547 shares

    17.66% of the 13F portfolio, value $91,594,802.

    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 608,105 shares
    Change vs previous 13F -70,164 shares

    19.31% of the 13F portfolio, value $94,165,000.

    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 678,269 shares
    Change vs previous 13F not available

    20.36% of the 13F portfolio, value $106,861,000.

    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).