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Disclosery

Corient Private Wealth LP: AGO position timeline

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

Corient Private Wealth LP held 19,183 AGO 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 19,183 shares
    Change vs previous 13F -55,175 shares

    <0.01% of the 13F portfolio, value $1,537,749.

    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 74,358 shares
    Change vs previous 13F +49,624 shares

    0.01% of the 13F portfolio, value $5,836,118.

    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 24,734 shares
    Change vs previous 13F +5,309 shares

    <0.01% of the 13F portfolio, value $2,223,089.

    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 19,425 shares
    Change vs previous 13F +2,543 shares

    <0.01% of the 13F portfolio, value $1,644,330.

    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 16,882 shares
    Change vs previous 13F +8,171 shares

    <0.01% of the 13F portfolio, value $1,470,424.

    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 8,711 shares
    Change vs previous 13F -8,924 shares

    <0.01% of the 13F portfolio, value $767,440.

    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 17,635 shares
    Change vs previous 13F -3,839 shares

    <0.01% of the 13F portfolio, value $990,708.

    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 21,474 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,707,614.

    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).