Sendero Wealth Management, LLC: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sendero Wealth Management, LLC on DHR, newest first. How the timeline and the estimate are built.
Sendero Wealth Management, LLC held 11,540 DHR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 11,540 sharesChange vs previous 13F +3,223 shares
0.22% of the 13F portfolio, value $2,198,140.
13F-HR 0001639375-26-000013 filed by Sendero Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,317 sharesChange vs previous 13F +869 shares
0.17% of the 13F portfolio, value $1,576,904.
13F-HR 0001639375-26-000008 filed by Sendero Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,448 sharesChange vs previous 13F +9 shares
0.19% of the 13F portfolio, value $1,704,997.
13F-HR 0001639375-26-000002 filed by Sendero Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,439 sharesChange vs previous 13F +3,395 shares
0.17% of the 13F portfolio, value $1,474,857.
13F-HR 0001639375-25-000009 filed by Sendero Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 4,044 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $798,852.
13F-HR/A 0001639375-25-000007 filed by Sendero Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).