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Disclosery

Corient Capital Partners, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Capital Partners, LLC on UPS, newest first. How the timeline and the estimate are built.

Corient Capital Partners, LLC held 32,914 UPS shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 32,914 shares
    Change vs previous 13F +94 shares

    0.45% of the 13F portfolio, value $6,008,000.

    13F-HR 0001951757-22-000013 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 32,820 shares
    Change vs previous 13F +1,122 shares

    0.45% of the 13F portfolio, value $5,991,000.

    13F-HR 0001688519-22-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 31,698 shares
    Change vs previous 13F +4,985 shares

    0.45% of the 13F portfolio, value $6,798,000.

    13F-HR 0001688519-22-000002 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 26,713 shares
    Change vs previous 13F +3,503 shares

    0.38% of the 13F portfolio, value $5,725,000.

    13F-HR 0001688519-22-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 23,210 shares
    Change vs previous 13F -1,182 shares

    0.31% of the 13F portfolio, value $4,227,000.

    13F-HR 0001688519-21-000005 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 24,392 shares
    Change vs previous 13F +10,104 shares

    0.37% of the 13F portfolio, value $5,073,000.

    13F-HR 0001688519-21-000004 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 14,288 shares
    Change vs previous 13F +348 shares

    0.21% of the 13F portfolio, value $2,429,000.

    13F-HR 0001688519-21-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 13,940 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,348,000.

    13F-HR 0001688519-21-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).