Skip to content
Disclosery

Sendero Wealth Management, LLC: EFX position timeline

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

Sendero Wealth Management, LLC held 25,422 EFX 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 25,422 shares
    Change vs previous 13F +1,731 shares

    0.4% of the 13F portfolio, value $4,034,981.

    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 23,691 shares
    Change vs previous 13F -38 shares

    0.47% of the 13F portfolio, value $4,266,040.

    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 23,729 shares
    Change vs previous 13F -731 shares

    0.57% of the 13F portfolio, value $5,148,719.

    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 24,460 shares
    Change vs previous 13F +14,603 shares

    0.74% of the 13F portfolio, value $6,274,725.

    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 9,857 shares
    Change vs previous 13F -13,657 shares

    0.32% of the 13F portfolio, value $2,556,611.

    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 23,514 shares
    Change vs previous 13F +11,468 shares

    0.79% of the 13F portfolio, value $5,727,071.

    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 12,046 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,069,924.

    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).