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Sendero Wealth Management, LLC: LAD position timeline

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

Sendero Wealth Management, LLC held 14,069 LAD 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 14,069 shares
    Change vs previous 13F -152 shares

    0.41% of the 13F portfolio, value $4,086,905.

    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 14,221 shares
    Change vs previous 13F -215 shares

    0.39% of the 13F portfolio, value $3,551,269.

    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 14,436 shares
    Change vs previous 13F -558 shares

    0.53% of the 13F portfolio, value $4,797,517.

    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 14,994 shares
    Change vs previous 13F -146 shares

    0.56% of the 13F portfolio, value $4,738,104.

    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 15,140 shares
    Change vs previous 13F -322 shares

    0.64% of the 13F portfolio, value $5,114,596.

    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 15,462 shares
    Change vs previous 13F +1,824 shares

    0.63% of the 13F portfolio, value $4,538,716.

    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 13,638 shares
    Change vs previous 13F +604 shares

    0.73% of the 13F portfolio, value $4,874,631.

    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 13,034 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,140,121.

    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).