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Tolleson Wealth Management, Inc.: USMV position timeline

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

Tolleson Wealth Management, Inc. held 9,669 USMV 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 9,669 shares
    Change vs previous 13F -116 shares

    0.13% of the 13F portfolio, value $932,702.

    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 9,785 shares
    Change vs previous 13F -105 shares

    0.13% of the 13F portfolio, value $907,490.

    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 9,890 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $931,272.

    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 9,890 shares
    Change vs previous 13F -135 shares

    0.15% of the 13F portfolio, value $940,965.

    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 10,025 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $941,077.

    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 10,025 shares
    Change vs previous 13F -3,150 shares

    0.18% of the 13F portfolio, value $938,971.

    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 13,175 shares
    Change vs previous 13F -8,886 shares

    0.24% of the 13F portfolio, value $1,170,000.

    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 22,061 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,014,000.

    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).