Skip to content
Disclosery

Sendero Wealth Management, LLC: AER position timeline

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

Sendero Wealth Management, LLC held 1,809 AER 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 1,809 shares
    Change vs previous 13F -6,918 shares

    0.03% of the 13F portfolio, value $263,717.

    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 8,727 shares
    Change vs previous 13F -2,807 shares

    0.13% of the 13F portfolio, value $1,197,170.

    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 11,534 shares
    Change vs previous 13F -1,622 shares

    0.18% of the 13F portfolio, value $1,658,128.

    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 13,156 shares
    Change vs previous 13F -1,536 shares

    0.19% of the 13F portfolio, value $1,591,876.

    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 14,692 shares
    Change vs previous 13F -768 shares

    0.21% of the 13F portfolio, value $1,718,964.

    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 15,460 shares
    Change vs previous 13F +1,777 shares

    0.22% of the 13F portfolio, value $1,579,549.

    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 13,683 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,309,464.

    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 13,683 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,296,054.

    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).