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Sendero Wealth Management, LLC: EMR position timeline

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

Sendero Wealth Management, LLC held 3,701 EMR 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 3,701 shares
    Change vs previous 13F +15 shares

    0.05% of the 13F portfolio, value $529,799.

    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 3,686 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $482,940.

    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 3,703 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $491,463.

    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 3,679 shares
    Change vs previous 13F +904 shares

    0.06% of the 13F portfolio, value $482,612.

    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 2,775 shares
    Change vs previous 13F +360 shares

    0.05% of the 13F portfolio, value $369,992.

    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 2,415 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $264,782.

    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).