Sendero Wealth Management, LLC: MOH position timeline

Sendero Wealth Management, LLC held 8,137 MOH 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 8,137 shares

   Change vs previous 13F +3,302 shares

   0.19% of the 13F portfolio, value $1,860,933.

   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 4,835 shares

   Change vs previous 13F -3,627 shares

   0.07% of the 13F portfolio, value $644,506.

   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 8,462 shares

   Change vs previous 13F -2,316 shares

   0.16% of the 13F portfolio, value $1,468,497.

   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 10,778 shares

   Change vs previous 13F -5,595 shares

   0.24% of the 13F portfolio, value $2,062,479.

   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 16,373 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $4,877,517.

   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).