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Sendero Wealth Management, LLC: SAP position timeline

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

Sendero Wealth Management, LLC held 10,241 SAP 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 10,241 shares
    Change vs previous 13F +684 shares

    0.16% of the 13F portfolio, value $1,578,241.

    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 9,557 shares
    Change vs previous 13F +4,543 shares

    0.18% of the 13F portfolio, value $1,636,254.

    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 5,014 shares
    Change vs previous 13F +1,427 shares

    0.14% of the 13F portfolio, value $1,217,951.

    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 3,587 shares
    Change vs previous 13F -63 shares

    0.11% of the 13F portfolio, value $958,483.

    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 3,650 shares
    Change vs previous 13F -273 shares

    0.14% of the 13F portfolio, value $1,109,965.

    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 3,923 shares
    Change vs previous 13F -1,566 shares

    0.15% of the 13F portfolio, value $1,053,091.

    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 5,489 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,351,447.

    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 5,489 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,257,530.

    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).