Lbj Family Wealth Advisors, Ltd. originally filed its 13F report for Q3 2024 on October 01, 2024. The filing was subsequently amended, with the latest update submitted on April 01, 2025. The portfolio totaled 168.52 M reflecting a +5.89% change from the prior quarter, spanning 28 assets. The top 10 holdings comprised 89.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.
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Yes. Lbj Family Wealth Advisors originally filed on 10/01/2024 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 04/01/2025.
In the Q3 2024 filing, Lbj Family Wealth Advisors reported a managed portfolio value of 168.52 M, consisting of 28 individual positions.
Multiple filings indicate that Lbj Family Wealth Advisors updated their Q3 2024 report. The initial filing was submitted on 10/01/2024, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Lbj Family Wealth Advisors bought or sold during Q3 2024, please visit Lbj Family Wealth Advisors's Portfolio Analysis page.