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Disclosery

Corient Private Wealth LP: AVES position timeline

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

Corient Private Wealth LP held 65,415 AVES 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 65,415 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $4,291,214.

    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 65,610 shares
    Change vs previous 13F +887 shares

    0.01% of the 13F portfolio, value $3,935,229.

    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 64,723 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $3,774,025.

    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 64,847 shares
    Change vs previous 13F +4,663 shares

    0.01% of the 13F portfolio, value $3,720,297.

    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 60,184 shares
    Change vs previous 13F -30,893 shares

    <0.01% of the 13F portfolio, value $3,222,556.

    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 91,077 shares
    Change vs previous 13F -466 shares

    0.01% of the 13F portfolio, value $4,295,204.

    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 91,543 shares
    Change vs previous 13F -4,755 shares

    0.01% of the 13F portfolio, value $4,229,305.

    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 96,298 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,020,969.

    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).