Tolleson Wealth Management, Inc.
Q4 2019 13F Detailed Holdings
Location
Dallas, TX
Holdings as of
12/31/2019
Value ($000)
$206,673
Num holdings
65
Date filed
2/14/2020
Form type
13F-HR
Prev filing
11/14/2019
Next filing
11/20/2020
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q4 2019 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2 - RESTATEMENT
2020 Q1 - RESTATEMENT
2019 Q4 - RESTATEMENT
2019 Q3
2019 Q2
2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
TPWM Services, Inc.
028-19461
2
Tolleson Private Wealth Management, LP
028-19462