Skip to content
Disclosery

Sendero Wealth Management, LLC: BC position timeline

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

Sendero Wealth Management, LLC held 37,439 BC 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 37,439 shares
    Change vs previous 13F -8,534 shares

    0.31% of the 13F portfolio, value $3,153,862.

    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 45,973 shares
    Change vs previous 13F -5,082 shares

    0.37% of the 13F portfolio, value $3,344,996.

    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 51,055 shares
    Change vs previous 13F -1,948 shares

    0.42% of the 13F portfolio, value $3,790,324.

    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 53,003 shares
    Change vs previous 13F -510 shares

    0.39% of the 13F portfolio, value $3,351,911.

    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 53,513 shares
    Change vs previous 13F +1,827 shares

    0.37% of the 13F portfolio, value $2,956,059.

    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 51,686 shares
    Change vs previous 13F +38,326 shares

    0.39% of the 13F portfolio, value $2,783,292.

    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 13,360 shares
    Change vs previous 13F -25,188 shares

    0.13% of the 13F portfolio, value $864,125.

    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 38,548 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,231,094.

    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).