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Sendero Wealth Management, LLC: MSFT position timeline

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

Sendero Wealth Management, LLC held 35,679 MSFT 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 35,679 shares
    Change vs previous 13F -19,885 shares

    1.33% of the 13F portfolio, value $13,309,150.

    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 55,564 shares
    Change vs previous 13F -523 shares

    2.28% of the 13F portfolio, value $20,568,273.

    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 56,087 shares
    Change vs previous 13F -298 shares

    3.01% of the 13F portfolio, value $27,124,834.

    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 56,385 shares
    Change vs previous 13F +8,062 shares

    3.42% of the 13F portfolio, value $29,204,633.

    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 48,323 shares
    Change vs previous 13F +24 shares

    3% of the 13F portfolio, value $24,036,344.

    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 48,299 shares
    Change vs previous 13F +4,552 shares

    2.52% of the 13F portfolio, value $18,130,963.

    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 43,747 shares
    Change vs previous 13F +2,090 shares

    2.75% of the 13F portfolio, value $18,439,165.

    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 41,657 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $17,924,807.

    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).