Skip to content
Disclosery

Sendero Wealth Management, LLC: CALM position timeline

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

Sendero Wealth Management, LLC held 3,403 CALM 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 3,403 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $274,146.

    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 3,403 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $269,349.

    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 3,398 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $270,380.

    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 3,398 shares
    Change vs previous 13F +1,186 shares

    0.04% of the 13F portfolio, value $319,753.

    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 2,212 shares
    Change vs previous 13F -43 shares

    0.03% of the 13F portfolio, value $220,382.

    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 2,255 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $204,980.

    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).