Sendero Wealth Management, LLC SSD — SIMPSON MFG INC

Ownership history in Sendero Wealth Management, LLC  ·  16 quarters on record

AI Ownership Summary

Sendero Wealth Management, LLC reported SIMPSON MFG INC (SSD) in 16 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows SSD at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SSD 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 SIMPSON MFG INC, 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 Q3

SSD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

SSD stock page Sendero Wealth Management, LLC fund profile Sendero Wealth Management, LLC full holdings
How Sendero Wealth Management, LLC held SSD — position size vs. price
% of Fund (quarterly)    SSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,974 — 0% 0.05% $508K 2026-10-14 $171.08
2026 Q2 REDUCED — — — 2,974 -19 -0.6% 0.06% $623K 2026-08-04 $196.14
2026 Q1 UNCHANGED — — — 2,993 — 0% 0.06% $514K 2026-04-22 $184.87
2025 Q4 REDUCED 52.7% +6.5% ❌ 2,993 -3,332 -52.7% 0.05% $483K 2026-01-13 $181.17
2025 Q3 UNCHANGED — — — 6,325 — 0% 0.12% $1.1M 2025-10-08 $171.95
2025 Q2 ADDED — — — 6,325 +705 +12.5% 0.12% $982K 2025-07-22 $160.75
2025 Q1 ADDED — — — 5,620 +828 +17.3% 0.12% $883K 2025-04-10 $146.33
2024 Q4 UNCHANGED — — — 4,792 — 0% 0.12% $795K 2025-01-14 $162.38
2024 Q3 UNCHANGED — — — 4,792 — 0% 0.14% $917K 2024-10-09 $190.17
2024 Q2 UNCHANGED — — — 4,792 — 0% 0.14% $808K 2024-07-12 $178.76
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SSD

As of 2026 Q3 — sorted by position size

DIVERSIFIED MANAGEMENT INC 0.19% Ipswich Investment Management Co., Inc. 3Y 7Y 0.17% Mirador Capital Partners LP 3Y 7Y 0.15% PFW Advisors LLC 3Y 0.11% Hilltop National Bank 0.03% Essential Partners LLC 0.02% Byrne Asset Management LLC 3Y 0.02% GAMMA Investing LLC 0.01% Wedmont Private Capital 3Y 0.01% FIRST CITIZENS BANK & TRUST CO 3Y 7Y 0.01%

FAQ About Sendero Wealth Management, LLC and SSD

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 SSD?

Sendero Wealth Management, LLC reported SSD across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for SSD was 0.14% in 2024 Q3.

What is the latest reported SSD position on this page?

The most recent filing on this page is 2026 Q3, when Sendero Wealth Management, LLC reported 2,974 shares, equal to 0.05% of portfolio, with an estimated market value of $508K.

What does the chart on this SSD ownership page compare?

The chart compares Sendero Wealth Management, LLC's quarterly SSD 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.

How well did Sendero Wealth Management, LLC time their SSD position?

Based on 13F filing dates vs. subsequent SSD price moves, Sendero Wealth Management, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on SSD relative to SPY over the holding period was -5.5%.

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