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Sendero Wealth Management, LLC: CDNS position timeline

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

Sendero Wealth Management, LLC held 7,247 CDNS 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 7,247 shares
    Change vs previous 13F -113 shares

    0.27% of the 13F portfolio, value $2,720,028.

    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 7,360 shares
    Change vs previous 13F +78 shares

    0.23% of the 13F portfolio, value $2,045,185.

    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 7,282 shares
    Change vs previous 13F -185 shares

    0.25% of the 13F portfolio, value $2,276,277.

    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 7,467 shares
    Change vs previous 13F -147 shares

    0.31% of the 13F portfolio, value $2,622,859.

    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 7,614 shares
    Change vs previous 13F +4 shares

    0.29% of the 13F portfolio, value $2,346,255.

    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 7,610 shares
    Change vs previous 13F +1,133 shares

    0.27% of the 13F portfolio, value $1,935,452.

    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 6,477 shares
    Change vs previous 13F +1,296 shares

    0.29% of the 13F portfolio, value $1,946,080.

    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 5,181 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,404,208.

    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).