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Sendero Wealth Management, LLC: ADSK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sendero Wealth Management, LLC on ADSK, newest first. How the timeline and the estimate are built.

Sendero Wealth Management, LLC held 10,391 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,391 shares
    Change vs previous 13F -2,068 shares

    0.2% of the 13F portfolio, value $2,020,219.

    13F-HR 0001639375-26-000013 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,459 shares
    Change vs previous 13F +4,029 shares

    0.33% of the 13F portfolio, value $2,982,686.

    13F-HR 0001639375-26-000008 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,430 shares
    Change vs previous 13F -76 shares

    0.28% of the 13F portfolio, value $2,495,366.

    13F-HR 0001639375-26-000002 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,506 shares
    Change vs previous 13F -3,327 shares

    0.32% of the 13F portfolio, value $2,702,102.

    13F-HR 0001639375-25-000009 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 11,833 shares
    Change vs previous 13F -610 shares

    0.46% of the 13F portfolio, value $3,663,143.

    13F-HR/A 0001639375-25-000007 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,443 shares
    Change vs previous 13F -12 shares

    0.45% of the 13F portfolio, value $3,257,578.

    13F-HR 0001639375-25-000003 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,455 shares
    Change vs previous 13F +429 shares

    0.55% of the 13F portfolio, value $3,681,325.

    13F-HR 0001639375-25-000002 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,026 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,312,924.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).