Sendero Wealth Management, LLC: FISV position timeline

Sendero Wealth Management, LLC held 0 FISV shares at 2025-09-30 per its 13F-HR filed 2025-10-08.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -32,161 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F/A 32,161 shares

   Change vs previous 13F +4,955 shares

   0.69% of the 13F portfolio, value $5,544,879.

   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).

3. period ended2025-03-31

   13F 27,206 shares

   Change vs previous 13F -12,434 shares

   0.83% of the 13F portfolio, value $6,007,902.

   13F-HR 0001639375-25-000003 filed by Sendero Wealth Management, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 39,640 shares

   Change vs previous 13F -6,682 shares

   1.21% of the 13F portfolio, value $8,142,849.

   13F-HR 0001639375-25-000002 filed by Sendero Wealth Management, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 46,322 shares

   Change vs previous 13F not available

   1.31% of the 13F portfolio, value $8,321,749.

   13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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