Sendero Wealth Management, LLC: CRL position timeline

Sendero Wealth Management, LLC held 26,137 CRL 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 26,137 shares

   Change vs previous 13F +98 shares

   0.59% of the 13F portfolio, value $5,927,612.

   13F-HR 0001639375-26-000013 filed by Sendero Wealth Management, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 26,039 shares

   Change vs previous 13F +2,132 shares

   0.5% of the 13F portfolio, value $4,491,728.

   13F-HR 0001639375-26-000008 filed by Sendero Wealth Management, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 23,907 shares

   Change vs previous 13F +44 shares

   0.53% of the 13F portfolio, value $4,768,970.

   13F-HR 0001639375-26-000002 filed by Sendero Wealth Management, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 23,863 shares

   Change vs previous 13F +534 shares

   0.44% of the 13F portfolio, value $3,733,606.

   13F-HR 0001639375-25-000009 filed by Sendero Wealth Management, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 23,329 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $3,539,710.

   13F-HR/A 0001639375-25-000007 filed by Sendero Wealth Management, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).