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Disclosery

Corient Private Wealth LP: AGG position timeline

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

Corient Private Wealth LP held 948,493 AGG 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 948,493 shares
    Change vs previous 13F -468,526 shares

    0.13% of the 13F portfolio, value $93,882,013.

    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 1,417,019 shares
    Change vs previous 13F -110,615 shares

    0.19% of the 13F portfolio, value $134,696,442.

    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 1,527,634 shares
    Change vs previous 13F +448,144 shares

    0.21% of the 13F portfolio, value $152,580,268.

    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 1,079,490 shares
    Change vs previous 13F +152,339 shares

    0.17% of the 13F portfolio, value $107,184,873.

    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 927,151 shares
    Change vs previous 13F -1,055,675 shares

    0.12% of the 13F portfolio, value $91,973,388.

    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 1,982,826 shares
    Change vs previous 13F +1,050,126 shares

    0.32% of the 13F portfolio, value $196,141,823.

    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 932,700 shares
    Change vs previous 13F +131,611 shares

    0.15% of the 13F portfolio, value $89,832,683.

    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 801,089 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $81,126,253.

    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).