CVCO β€” CAVCO INDS INC DEL

Ownership history in Sendero Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Sendero Wealth Management, LLC reported CAVCO INDS INC DEL (CVCO) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows CVCO at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sendero Wealth Management, LLC's position in CAVCO INDS INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CVCO was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sendero Wealth Management, LLC held CVCO β€” position size vs. price
% of Fund (quarterly)    CVCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,856 +566 +43.9% 0.10% $899K 2026-04-22 $532.57
2025 Q4 ADDED 1,290 +204 +18.8% 0.08% $762K 2026-01-13 $677.66
2025 Q3 INITIATED 1,086 β€” β€” 0.07% $631K 2025-10-08 $522.74

FAQ About Sendero Wealth Management, LLC and CVCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sendero Wealth Management, LLC reported owning CVCO?

Sendero Wealth Management, LLC reported CVCO across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported CVCO position in Sendero Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CVCO was 0.10% in 2026 Q1.

What is the latest reported CVCO position on this page?

The most recent filing on this page is 2026 Q1, when Sendero Wealth Management, LLC reported 1,856 shares, equal to 0.10% of portfolio, with an estimated market value of $899K.

What does the chart on this CVCO ownership page compare?

The chart compares Sendero Wealth Management, LLC's quarterly CVCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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