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Sendero Wealth Management, LLC: OMF position timeline

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

Sendero Wealth Management, LLC held 22,521 OMF 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 22,521 shares
    Change vs previous 13F +4,940 shares

    0.14% of the 13F portfolio, value $1,373,106.

    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 17,581 shares
    Change vs previous 13F -19 shares

    0.1% of the 13F portfolio, value $940,408.

    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 17,600 shares
    Change vs previous 13F +19 shares

    0.13% of the 13F portfolio, value $1,188,880.

    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 17,581 shares
    Change vs previous 13F -86 shares

    0.12% of the 13F portfolio, value $992,624.

    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 17,667 shares
    Change vs previous 13F +2,279 shares

    0.13% of the 13F portfolio, value $1,007,019.

    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 15,388 shares
    Change vs previous 13F +4,954 shares

    0.1% of the 13F portfolio, value $752,167.

    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 10,434 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $543,925.

    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 10,434 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $491,129.

    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).