Skip to content
Disclosery

Corient Private Wealth LP: AVLC position timeline

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

Corient Private Wealth LP held 12,361 AVLC 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 12,361 shares
    Change vs previous 13F +5,449 shares

    <0.01% of the 13F portfolio, value $1,111,996.

    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 6,912 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $555,600.

    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 6,912 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $525,190.

    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 7,262 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $526,941.

    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 7,085 shares
    Change vs previous 13F -15,580 shares

    <0.01% of the 13F portfolio, value $483,355.

    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 22,665 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,455,146.

    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 22,665 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $1,531,077.

    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 22,452 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,482,281.

    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).