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Sendero Wealth Management, LLC: WBD position timeline

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

Sendero Wealth Management, LLC held 12,499 WBD 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 12,499 shares
    Change vs previous 13F -149,552 shares

    0.03% of the 13F portfolio, value $333,224.

    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 162,051 shares
    Change vs previous 13F -123,662 shares

    0.49% of the 13F portfolio, value $4,449,921.

    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 285,713 shares
    Change vs previous 13F -171,032 shares

    0.91% of the 13F portfolio, value $8,234,250.

    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 456,745 shares
    Change vs previous 13F -30,369 shares

    1.05% of the 13F portfolio, value $8,920,231.

    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 487,114 shares
    Change vs previous 13F +85,906 shares

    0.7% of the 13F portfolio, value $5,582,327.

    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 401,208 shares
    Change vs previous 13F +28,362 shares

    0.6% of the 13F portfolio, value $4,304,963.

    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 372,846 shares
    Change vs previous 13F +5,539 shares

    0.59% of the 13F portfolio, value $3,940,984.

    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 367,307 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,030,284.

    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).