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Sendero Wealth Management, LLCGARPConcentrated trader

CIK: 0001639375 | SAN ANTONIO, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR332$1.0B2026-10-14SEC ↗
Q2 2026
13F-HR330$1.0B2026-08-04SEC ↗
Q1 2026
13F-HR321$904.1M2026-04-22SEC ↗
Q4 2025
13F-HR314$902.1M2026-01-13SEC ↗
Q3 2025
13F-HR295$853.3M2025-10-08SEC ↗
Q2 2025Amended
13F-HR/A293$801.6M2025-07-22SEC ↗
Q1 2025
13F-HR278$720.6M2025-04-10SEC ↗
Q4 2024
13F-HR228$671.3M2025-01-14SEC ↗
Q3 2024
13F-HR217$634.3M2024-10-09SEC ↗
Q2 2024
13F-HR217$594.3M2024-07-12SEC ↗
Q1 2024
13F-HR209$581.7M2024-04-16SEC ↗
Q4 2023
13F-HR201$530.5M2024-01-17SEC ↗
Q3 2023
13F-HR204$466.0M2023-10-10SEC ↗
Q2 2023
13F-HR171$457.7M2023-07-20SEC ↗
Q1 2023
13F-HR101$326.5M2023-04-27SEC ↗
Q4 2022
13F-HR127$281.2M2023-02-01SEC ↗
Q3 2022
13F-HR133$22.2M2022-10-27SEC ↗
Q2 2022
13F-HR117$8.4M2022-08-09SEC ↗
Q1 2022
13F-HR107$2.8M2022-05-06SEC ↗
Q4 2021
13F-HR108$5.5M2022-02-15SEC ↗