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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001772937-23-000005
Filing Date
2023-08-14
Accepted
2023-08-14 16:43:02
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-08-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2710
2 2023-06-30_TWM_13F__Aug10.html INFORMATION TABLE  
2 2023-06-30_TWM_13F__Aug10.xml INFORMATION TABLE 46441
  Complete submission text file 0001772937-23-000005.txt   50359
Mailing Address 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205
Business Address 5500 PRESTON ROAD SUITE 250 DALLAS TX 75205 2142523250
Tolleson Wealth Management, Inc. (Filer) CIK: 0001772937 (see all company filings)

IRS No.: 030430021 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19460 | Film No.: 231171357