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Sendero Wealth Management, LLC: BRK-B position timeline

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

Sendero Wealth Management, LLC held 2,460 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,460 shares
    Change vs previous 13F -167 shares

    0.12% of the 13F portfolio, value $1,224,958.

    13F-HR 0001639375-26-000015 filed by Sendero Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,627 shares
    Change vs previous 13F +590 shares

    0.13% of the 13F portfolio, value $1,314,525.

    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).

  3. period ended2026-03-31
    13F 2,037 shares
    Change vs previous 13F -51 shares

    0.11% of the 13F portfolio, value $976,131.

    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).

  4. period ended2025-12-31
    13F 2,088 shares
    Change vs previous 13F +155 shares

    0.12% of the 13F portfolio, value $1,049,534.

    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).

  5. period ended2025-09-30
    13F 1,933 shares
    Change vs previous 13F +254 shares

    0.11% of the 13F portfolio, value $971,797.

    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).

  6. period ended2025-06-30
    13F/A 1,679 shares
    Change vs previous 13F +280 shares

    0.1% of the 13F portfolio, value $815,609.

    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).

  7. period ended2025-03-31
    13F 1,399 shares
    Change vs previous 13F +229 shares

    0.1% of the 13F portfolio, value $745,081.

    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).

  8. period ended2024-12-31
    13F 1,170 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $530,339.

    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).