Tolleson Wealth Management, Inc.
Position in MIN — Aberdeen Intermediate Income Fund
CIK 1772937
DALLAS, TX
Position in MIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$336,949
+$11,588 QoQ
Shares Held
136,417
+5.2% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#22
of 81 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tolleson Wealth Management, Inc. holds $954,246 across 3 Asset Management names. MIN ranks #2 (35.3% of the industry book) .
All Filings in MIN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,949 | 136,417 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $325,361 | 129,626 | Shares | Defined | 2026-07-28 | |
| 2025-12-31 | $338,323 | 129,626 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $347,397 | 129,626 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $351,286 | 129,626 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $348,693 | 129,626 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $344,805 | 129,626 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $352,582 | 129,626 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $355,203 | 133,535 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $348,023 | 130,836 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $350,640 | 130,836 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||