Skip to content
Disclosery

Corient Private Wealth LP: AVUV position timeline

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

Corient Private Wealth LP held 557,425 AVUV 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 557,425 shares
    Change vs previous 13F +24,820 shares

    0.1% of the 13F portfolio, value $69,544,507.

    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 532,605 shares
    Change vs previous 13F +2,848 shares

    0.08% of the 13F portfolio, value $56,094,922.

    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 529,757 shares
    Change vs previous 13F +269,262 shares

    0.07% of the 13F portfolio, value $54,024,854.

    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 260,495 shares
    Change vs previous 13F -275,885 shares

    0.04% of the 13F portfolio, value $25,927,191.

    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 536,380 shares
    Change vs previous 13F +134,835 shares

    0.07% of the 13F portfolio, value $48,864,242.

    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 401,545 shares
    Change vs previous 13F +1,060 shares

    0.06% of the 13F portfolio, value $35,002,779.

    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 400,485 shares
    Change vs previous 13F -190,570 shares

    0.06% of the 13F portfolio, value $35,889,320.

    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 591,055 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $56,711,705.

    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).