Position in SBR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$946,256
-$27,664 QoQ
Shares Held
12,927
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#44
of 148 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sendero Wealth Management, LLC holds $7,458,629 across 4 Oil & Gas Midstream names. SBR ranks #2 (12.7% of the industry book) .
All Filings in SBR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,256 | 12,927 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $973,920 | 12,927 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $886,404 | 12,927 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,027,179 | 12,927 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $861,972 | 12,927 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $875,028 | 12,927 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $837,798 | 12,927 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||