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Disclosery

Corient Private Wealth LP: AVSE position timeline

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

Corient Private Wealth LP held 41,581 AVSE 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 41,581 shares
    Change vs previous 13F -71,761 shares

    <0.01% of the 13F portfolio, value $3,402,856.

    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 113,342 shares
    Change vs previous 13F -123 shares

    0.01% of the 13F portfolio, value $7,544,954.

    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 113,465 shares
    Change vs previous 13F +111 shares

    0.01% of the 13F portfolio, value $7,371,947.

    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 113,354 shares
    Change vs previous 13F -7,473 shares

    0.01% of the 13F portfolio, value $7,205,613.

    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 120,827 shares
    Change vs previous 13F -21,154 shares

    0.01% of the 13F portfolio, value $7,084,006.

    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 141,981 shares
    Change vs previous 13F -8,333 shares

    0.01% of the 13F portfolio, value $7,294,995.

    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 150,314 shares
    Change vs previous 13F +1,319 shares

    0.01% of the 13F portfolio, value $7,580,466.

    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 148,995 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,242,386.

    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).