Sendero Wealth Management, LLC: GS position timeline

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

Sendero Wealth Management, LLC held 316 GS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 316 shares
Change vs previous 13F +316 shares
0.03% of the 13F portfolio, value $319,594.
13F-HR 0001639375-26-000013 filed by Sendero Wealth Management, LLC
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 0 shares
Change vs previous 13F not available
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).
Exited: the 13F for this period no longer lists the position.