Sendero Wealth Management, LLC: MSA position timeline

Sendero Wealth Management, LLC held 5,407 MSA 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 5,407 shares

   Change vs previous 13F +749 shares

   0.09% of the 13F portfolio, value $943,955.

   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 4,658 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $763,680.

   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 4,658 shares

   Change vs previous 13F +704 shares

   0.08% of the 13F portfolio, value $745,933.

   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 3,954 shares

   Change vs previous 13F +670 shares

   0.08% of the 13F portfolio, value $680,365.

   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 3,284 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $550,169.

   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).