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Sendero Wealth Management, LLC: MGNR position timeline

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

Sendero Wealth Management, LLC held 1,422,984 MGNR 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 1,422,984 shares
    Change vs previous 13F -36,516 shares

    6.88% of the 13F portfolio, value $69,085,864.

    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 1,459,500 shares
    Change vs previous 13F +290,952 shares

    8.33% of the 13F portfolio, value $75,280,997.

    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 1,168,548 shares
    Change vs previous 13F +101,185 shares

    5.71% of the 13F portfolio, value $51,532,955.

    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 1,067,363 shares
    Change vs previous 13F +154,497 shares

    5.06% of the 13F portfolio, value $43,174,818.

    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 912,866 shares
    Change vs previous 13F +158,771 shares

    3.78% of the 13F portfolio, value $30,327,250.

    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 754,095 shares
    Change vs previous 13F +508,350 shares

    3.12% of the 13F portfolio, value $22,456,954.

    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 245,745 shares
    Change vs previous 13F +207,956 shares

    1.09% of the 13F portfolio, value $7,301,507.

    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 37,789 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,150,154.

    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).