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Sendero Wealth Management, LLC: PAYC position timeline

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

Sendero Wealth Management, LLC held 47,214 PAYC 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 47,214 shares
    Change vs previous 13F +9,295 shares

    0.59% of the 13F portfolio, value $5,933,856.

    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 37,919 shares
    Change vs previous 13F +1,624 shares

    0.51% of the 13F portfolio, value $4,608,676.

    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 36,295 shares
    Change vs previous 13F +21,137 shares

    0.64% of the 13F portfolio, value $5,783,972.

    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 15,158 shares
    Change vs previous 13F -7,846 shares

    0.37% of the 13F portfolio, value $3,154,987.

    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 23,004 shares
    Change vs previous 13F -8,622 shares

    0.66% of the 13F portfolio, value $5,323,126.

    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 31,626 shares
    Change vs previous 13F -12,494 shares

    0.96% of the 13F portfolio, value $6,909,649.

    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 44,120 shares
    Change vs previous 13F -2,350 shares

    1.35% of the 13F portfolio, value $9,043,277.

    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 46,470 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $7,740,509.

    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).