Skip to content
Disclosery

Sendero Wealth Management, LLC: CFR position timeline

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

Sendero Wealth Management, LLC held 0 CFR shares at 2025-06-30 per its 13F-HR/A filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -13,470 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 13,470 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,686,444.

    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).