13F Filings History of Tolleson Private Wealth Management, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Tolleson Private Wealth Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tolleson Wealth Management, Inc. is reporting for Tolleson Private Wealth Management, LP.

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Tolleson Wealth Management, Inc. is reporting for Tolleson Private Wealth Management, LP:

Name Holdings Value Location File Number
Tolleson Wealth Management, Inc. $692,638,769 Dallas, TX 028-19460