Tolleson Wealth Management, Inc.
Holdings in USAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $709,251 | 30,837 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $740,088 | 30,837 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $749,647 | 30,837 | Shares | Defined | 2025-08-28 |
| 2025-03-31 | $831,982 | 30,837 | Shares | Defined | 2025-08-28 |
| 2024-12-31 | $726,519 | 30,837 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $706,784 | 30,837 | Shares | Defined | 2024-11-14 |
| 2024-06-30 | $731,762 | 30,837 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $822,422 | 30,837 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $704,008 | 30,837 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $735,770 | 30,837 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $608,722 | 30,837 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $651,585 | 30,837 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $602,246 | 30,837 | Shares | Defined | 2023-02-14 |
| 2022-09-30 | $536,563 | 30,837 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $515,594 | 30,837 | Shares | Defined | 2022-08-15 |
| 2022-03-31 | $543,039 | 30,837 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $538,105 | 30,837 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $510,969 | 30,837 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $508,193 | 30,837 | Shares | Defined | 2021-08-13 |
| 2021-03-31 | $472,114 | 30,837 | Shares | Defined | 2021-05-05 |
| 2020-12-31 | $419,383 | 30,837 | Shares | Defined | 2021-02-16 |
| 2020-09-30 | $308,678 | 30,837 | Shares | Defined | 2020-11-16 |
| 2020-06-30 | $334,889 | 30,837 | Shares | Defined | 2020-11-20 |
| 2020-03-31 | $174,537 | 30,837 | Shares | Defined | 2020-11-20 |