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Sendero Wealth Management, LLC: P position timeline

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

Sendero Wealth Management, LLC held 52,436 P 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 52,436 shares
    Change vs previous 13F +18,562 shares

    0.41% of the 13F portfolio, value $4,131,433.

    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 33,874 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,999,922.

    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).