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Disclosery

Corient Private Wealth LP: AVTR position timeline

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

Corient Private Wealth LP held 1,760,605 AVTR 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 1,760,605 shares
    Change vs previous 13F +1,123,075 shares

    0.02% of the 13F portfolio, value $17,429,992.

    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 637,530 shares
    Change vs previous 13F +12,907 shares

    0.01% of the 13F portfolio, value $4,991,518.

    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 624,623 shares
    Change vs previous 13F -2,881,330 shares

    0.01% of the 13F portfolio, value $7,158,185.

    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 3,505,953 shares
    Change vs previous 13F +3,465,221 shares

    0.07% of the 13F portfolio, value $43,754,295.

    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 40,732 shares
    Change vs previous 13F +8,025 shares

    <0.01% of the 13F portfolio, value $548,255.

    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 32,707 shares
    Change vs previous 13F +6,615 shares

    <0.01% of the 13F portfolio, value $530,183.

    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 26,092 shares
    Change vs previous 13F -5,927 shares

    <0.01% of the 13F portfolio, value $549,761.

    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 32,019 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $828,331.

    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).