Position in EL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$240,560
+$21,877 QoQ
Shares Held
3,047
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#545
of 823 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Tolleson Wealth Management, Inc. holds $240,560 across 1 Household & Personal Products name. EL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EL |
Estee Lauder Companies Inc
This page
|
3,047 | $240,560 |
All Filings in EL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,560 | 3,047 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $218,683 | 3,047 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $319,081 | 3,047 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $271,409 | 3,080 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $246,197 | 3,047 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $201,102 | 3,047 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $228,464 | 3,047 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $303,755 | 3,047 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $324,200 | 3,047 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $469,695 | 3,047 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $445,623 | 3,047 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $440,443 | 3,047 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $598,369 | 3,047 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $750,963 | 3,047 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $755,991 | 3,047 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $657,847 | 3,047 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $775,979 | 3,047 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $829,759 | 3,047 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,127,999 | 3,047 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $913,886 | 3,047 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,076,700 | 3,385 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $984,527 | 3,385 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $901,053 | 3,385 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $738,776 | 3,385 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $638,681 | 3,385 | Shares | Defined | 2020-11-20 | |
| 2020-03-31 | $539,365 | 3,385 | Shares | Defined | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||