Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend]
SEC Accession No. 0001772937-25-000013
Filing Date
2025-08-28
Accepted
2025-08-27 17:46:45
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-08-28

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR/A  
1 primary_doc.xml 13F-HR/A 4688
2 march312513f.html INFORMATION TABLE  
2 march312513f.xml INFORMATION TABLE 50389
  Complete submission text file 0001772937-25-000013.txt   56304
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/A | Act: 34 | File No.: 028-19460 | Film No.: 251266690