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Disclosery

Corient Private Wealth LP: AVUS position timeline

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

Corient Private Wealth LP held 1,101,011 AVUS 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 1,101,011 shares
    Change vs previous 13F -237,366 shares

    0.2% of the 13F portfolio, value $141,017,552.

    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 1,338,377 shares
    Change vs previous 13F +203,194 shares

    0.21% of the 13F portfolio, value $148,825,642.

    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 1,135,183 shares
    Change vs previous 13F +243,656 shares

    0.17% of the 13F portfolio, value $126,891,359.

    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 891,527 shares
    Change vs previous 13F -148,465 shares

    0.15% of the 13F portfolio, value $96,909,143.

    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 1,039,992 shares
    Change vs previous 13F -415 shares

    0.14% of the 13F portfolio, value $104,851,997.

    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 1,040,407 shares
    Change vs previous 13F +88,763 shares

    0.16% of the 13F portfolio, value $96,112,865.

    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 951,644 shares
    Change vs previous 13F +50,979 shares

    0.15% of the 13F portfolio, value $92,242,898.

    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 900,665 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $85,698,241.

    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).