Sendero Wealth Management, LLC: IVV position timeline

Sendero Wealth Management, LLC held 346 IVV 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 346 shares

   Change vs previous 13F -9 shares

   0.03% of the 13F portfolio, value $259,116.

   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).

2. period ended2026-03-31

   13F 355 shares

   Change vs previous 13F -483 shares

   0.03% of the 13F portfolio, value $231,927.

   13F-HR 0001639375-26-000008 filed by Sendero Wealth Management, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 838 shares

   Change vs previous 13F +159 shares

   0.06% of the 13F portfolio, value $574,002.

   13F-HR 0001639375-26-000002 filed by Sendero Wealth Management, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 679 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $454,455.

   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).

5. period ended2025-06-30

   13F/A 679 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $421,592.

   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).

6. period ended2025-03-31

   13F 679 shares

   Change vs previous 13F +107 shares

   0.05% of the 13F portfolio, value $381,531.

   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).

7. period ended2024-12-31

   13F 572 shares

   Change vs previous 13F +208 shares

   0.05% of the 13F portfolio, value $336,725.

   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).

8. period ended2024-09-30

   13F 364 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $209,963.

   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).