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Disclosery

Corient Private Wealth LP: DGRO position timeline

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

Corient Private Wealth LP held 1,530,327 DGRO 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 1,530,327 shares
    Change vs previous 13F -96,020 shares

    0.16% of the 13F portfolio, value $115,983,639.

    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 1,626,347 shares
    Change vs previous 13F -31,441 shares

    0.16% of the 13F portfolio, value $113,977,927.

    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 1,657,788 shares
    Change vs previous 13F +123,552 shares

    0.16% of the 13F portfolio, value $115,083,644.

    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 1,534,236 shares
    Change vs previous 13F +1,498,722 shares

    0.16% of the 13F portfolio, value $104,152,162.

    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 35,514 shares
    Change vs previous 13F +1,625 shares

    <0.01% of the 13F portfolio, value $2,270,732.

    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 33,889 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $2,093,715.

    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 34,158 shares
    Change vs previous 13F -150,357 shares

    <0.01% of the 13F portfolio, value $2,095,315.

    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 184,515 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,567,300.

    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).