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Disclosery

Corient Private Wealth LP: AVDV position timeline

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

Corient Private Wealth LP held 1,097,195 AVDV 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 1,097,195 shares
    Change vs previous 13F -232,949 shares

    0.16% of the 13F portfolio, value $113,066,085.

    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 1,330,144 shares
    Change vs previous 13F +52,975 shares

    0.19% of the 13F portfolio, value $132,638,129.

    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 1,277,169 shares
    Change vs previous 13F +646,187 shares

    0.16% of the 13F portfolio, value $120,047,854.

    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 630,982 shares
    Change vs previous 13F -422,471 shares

    0.09% of the 13F portfolio, value $56,176,337.

    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 1,053,453 shares
    Change vs previous 13F -66,675 shares

    0.11% of the 13F portfolio, value $83,517,758.

    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 1,120,128 shares
    Change vs previous 13F +154,337 shares

    0.13% of the 13F portfolio, value $78,117,791.

    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 965,791 shares
    Change vs previous 13F +112,582 shares

    0.1% of the 13F portfolio, value $62,853,739.

    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 853,209 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $60,296,263.

    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).