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Sendero Wealth Management, LLC: ZION position timeline

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

Sendero Wealth Management, LLC held 18,839 ZION 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 18,839 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,303,471.

    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 18,839 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,085,504.

    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 18,839 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,102,836.

    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 18,839 shares
    Change vs previous 13F +2,445 shares

    0.12% of the 13F portfolio, value $1,065,911.

    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 16,394 shares
    Change vs previous 13F +2,593 shares

    0.11% of the 13F portfolio, value $851,505.

    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 13,801 shares
    Change vs previous 13F +1,998 shares

    0.1% of the 13F portfolio, value $688,118.

    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 11,803 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $640,313.

    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 11,803 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $557,338.

    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).