Sendero Wealth Management, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1639375
SAN ANTONIO, TX
Position in AIT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$377,815
+$12,175 QoQ
Shares Held
1,424
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
All Filings in AIT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,815 | 1,424 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $365,640 | 1,424 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $371,735 | 1,424 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $331,008 | 1,424 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $320,884 | 1,424 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $290,956 | 1,215 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $608,698 | 2,728 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $529,232 | 2,728 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $538,916 | 2,728 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $471,098 | 2,728 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $382,350 | 2,473 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $393,937 | 2,720 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $327,609 | 2,305 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $239,457 | 1,900 | Shares | Other | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||