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Tolleson Wealth Management, Inc.: SGOV position timeline

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

Tolleson Wealth Management, Inc. held 266,040 SGOV 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 266,040 shares
    Change vs previous 13F +1,830 shares

    3.61% of the 13F portfolio, value $26,782,247.

    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 264,210 shares
    Change vs previous 13F -48,691 shares

    3.88% of the 13F portfolio, value $26,595,379.

    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 312,901 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $31,409,002.

    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).