Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001772937-25-000005
Filing Date
2025-05-15
Accepted
2025-05-15 13:34:11
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2997
2 13ftwmmarch.html INFORMATION TABLE  
2 13ftwmmarch.xml INFORMATION TABLE 49569
  Complete submission text file 0001772937-25-000005.txt   53785
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)

EIN.: 030430021 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19460 | Film No.: 25951088