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Disclosery

Corient Private Wealth LP: AAXJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on AAXJ, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 69,595 AAXJ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 69,595 shares
    Change vs previous 13F -18,218 shares

    0.01% of the 13F portfolio, value $8,304,774.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 87,813 shares
    Change vs previous 13F +15,306 shares

    0.01% of the 13F portfolio, value $7,969,587.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 72,507 shares
    Change vs previous 13F -449 shares

    0.01% of the 13F portfolio, value $6,752,022.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 72,956 shares
    Change vs previous 13F -1,785 shares

    0.01% of the 13F portfolio, value $6,655,018.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 74,741 shares
    Change vs previous 13F +501 shares

    0.01% of the 13F portfolio, value $6,175,074.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 74,240 shares
    Change vs previous 13F -9,854 shares

    0.01% of the 13F portfolio, value $5,493,787.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 84,094 shares
    Change vs previous 13F +448 shares

    0.01% of the 13F portfolio, value $5,485,065.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 83,646 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,562,010.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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