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Sendero Wealth Management, LLC: HWM position timeline

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

Sendero Wealth Management, LLC held 19,572 HWM 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 19,572 shares
    Change vs previous 13F -2,361 shares

    0.52% of the 13F portfolio, value $5,262,129.

    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 21,933 shares
    Change vs previous 13F +207 shares

    0.56% of the 13F portfolio, value $5,054,680.

    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 21,726 shares
    Change vs previous 13F -603 shares

    0.49% of the 13F portfolio, value $4,454,265.

    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 22,329 shares
    Change vs previous 13F +3,676 shares

    0.51% of the 13F portfolio, value $4,381,620.

    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 18,653 shares
    Change vs previous 13F -2,067 shares

    0.43% of the 13F portfolio, value $3,471,884.

    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 20,720 shares
    Change vs previous 13F +3,103 shares

    0.37% of the 13F portfolio, value $2,688,007.

    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 17,617 shares
    Change vs previous 13F +4,119 shares

    0.29% of the 13F portfolio, value $1,926,772.

    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 13,498 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $520,754.

    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).