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Disclosery

Corient Private Wealth LP: AVEM position timeline

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

Corient Private Wealth LP held 715,599 AVEM 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 715,599 shares
    Change vs previous 13F -310,359 shares

    0.1% of the 13F portfolio, value $69,048,076.

    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 1,025,958 shares
    Change vs previous 13F -4,970 shares

    0.12% of the 13F portfolio, value $82,566,569.

    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 1,030,928 shares
    Change vs previous 13F +273,699 shares

    0.11% of the 13F portfolio, value $79,402,037.

    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 757,229 shares
    Change vs previous 13F -287,658 shares

    0.09% of the 13F portfolio, value $56,875,470.

    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 1,044,887 shares
    Change vs previous 13F +141,745 shares

    0.1% of the 13F portfolio, value $71,616,535.

    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 903,142 shares
    Change vs previous 13F +21,682 shares

    0.09% of the 13F portfolio, value $54,342,093.

    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 881,460 shares
    Change vs previous 13F -9,213 shares

    0.09% of the 13F portfolio, value $51,821,064.

    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 890,673 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $57,537,456.

    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).