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Sendero Wealth Management, LLC → SM
Sendero Wealth Management, LLC SM Position History
SM Energy Company • Energy
Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $865K |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 47.2K | — | — |
| Q2 2026 | $1.2M | 46.0K | — | — |
| Q1 2026 | $1.4M | 46.2K | — | — |
| Q4 2025 | $865K | 46.3K | — | — |
Other funds holding SM
$562.9M
$532.2M
$448.3M
$389.6M
$359.2M
$322.4M
$311.7M