Skip to content
Disclosery

Sendero Wealth Management, LLC: CNC position timeline

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

Sendero Wealth Management, LLC held 135,518 CNC 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 135,518 shares
    Change vs previous 13F -9,141 shares

    0.87% of the 13F portfolio, value $8,698,902.

    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 144,659 shares
    Change vs previous 13F +3,917 shares

    0.52% of the 13F portfolio, value $4,736,136.

    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 140,742 shares
    Change vs previous 13F -6,521 shares

    0.64% of the 13F portfolio, value $5,791,535.

    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 147,263 shares
    Change vs previous 13F +131,173 shares

    0.62% of the 13F portfolio, value $5,254,345.

    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 16,090 shares
    Change vs previous 13F -69,924 shares

    0.11% of the 13F portfolio, value $873,366.

    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 86,014 shares
    Change vs previous 13F +4,666 shares

    0.72% of the 13F portfolio, value $5,221,911.

    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 81,348 shares
    Change vs previous 13F +18,808 shares

    0.73% of the 13F portfolio, value $4,928,063.

    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 62,540 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,708,012.

    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).