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Sendero Wealth Management, LLC: NVDA position timeline

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

Sendero Wealth Management, LLC held 168,369 NVDA 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 168,369 shares
    Change vs previous 13F -2,960 shares

    3.35% of the 13F portfolio, value $33,688,967.

    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 171,329 shares
    Change vs previous 13F -1,182 shares

    3.3% of the 13F portfolio, value $29,879,750.

    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 172,511 shares
    Change vs previous 13F -238 shares

    3.57% of the 13F portfolio, value $32,173,273.

    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 172,749 shares
    Change vs previous 13F -11,822 shares

    3.78% of the 13F portfolio, value $32,231,509.

    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 184,571 shares
    Change vs previous 13F +4,225 shares

    3.64% of the 13F portfolio, value $29,160,374.

    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 180,346 shares
    Change vs previous 13F +39,052 shares

    2.71% of the 13F portfolio, value $19,545,901.

    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 141,294 shares
    Change vs previous 13F +4,969 shares

    2.83% of the 13F portfolio, value $18,974,372.

    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 136,325 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $16,555,309.

    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).