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Sendero Wealth Management, LLC: FCNCA position timeline

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

Sendero Wealth Management, LLC held 4,780 FCNCA 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 4,780 shares
    Change vs previous 13F +217 shares

    0.99% of the 13F portfolio, value $9,946,177.

    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 4,563 shares
    Change vs previous 13F -33 shares

    0.95% of the 13F portfolio, value $8,599,705.

    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 4,596 shares
    Change vs previous 13F +33 shares

    1.09% of the 13F portfolio, value $9,863,845.

    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 4,563 shares
    Change vs previous 13F -192 shares

    0.96% of the 13F portfolio, value $8,163,938.

    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 4,755 shares
    Change vs previous 13F +137 shares

    1.16% of the 13F portfolio, value $9,303,016.

    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 4,618 shares
    Change vs previous 13F -5 shares

    1.19% of the 13F portfolio, value $8,562,327.

    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 4,623 shares
    Change vs previous 13F -19 shares

    1.46% of the 13F portfolio, value $9,768,492.

    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 4,642 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $8,545,690.

    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).