TPWM Services, Inc.

Q4 2025 13F Notice

Signature - Title
Courtney Paige Pregler - Chief Compliance Officer
Location
Dallas, TX
Holdings as of
31 Dec 2025
Filing time
17 Feb 2026, 12:26:24 UTC
Form type
13F-NT
Description
No holdings are reported in this report, and all US holdings are reported by other reporting manager(s). Top holdings included .
SEC
View on sec.gov

TPWM Services, Inc. didn't report any stock holdings as of Q4 2025.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Courtney Paige Pregler Chief Compliance Officer Dallas, Texas 31 Dec 2025

TPWM Services, Inc. was the institutional investment manager that exercised investment discretion as of 12/31/2025. TPWM Services Inc. merged into Tolleson Private Wealth Management, LLC effective 1/1/2026.

Tolleson Wealth Management, Inc. is reporting for TPWM Services, Inc.:

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