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Disclosery

Corient Private Wealth LP: AGI position timeline

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

Corient Private Wealth LP held 44,793 AGI 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 44,793 shares
    Change vs previous 13F -3,288 shares

    <0.01% of the 13F portfolio, value $1,359,025.

    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 48,081 shares
    Change vs previous 13F +30,466 shares

    <0.01% of the 13F portfolio, value $1,867,163.

    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 17,615 shares
    Change vs previous 13F -12,301 shares

    <0.01% of the 13F portfolio, value $681,664.

    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 29,916 shares
    Change vs previous 13F +1,011 shares

    <0.01% of the 13F portfolio, value $1,042,853.

    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 28,905 shares
    Change vs previous 13F +14,619 shares

    <0.01% of the 13F portfolio, value $767,727.

    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 14,286 shares
    Change vs previous 13F -3,917 shares

    <0.01% of the 13F portfolio, value $382,014.

    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 18,203 shares
    Change vs previous 13F -991 shares

    <0.01% of the 13F portfolio, value $99,946.

    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 19,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $382,741.

    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).