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Disclosery

Corient Private Wealth LP: DIVB position timeline

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

Corient Private Wealth LP held 365,095 DIVB 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 365,095 shares
    Change vs previous 13F +345,707 shares

    0.03% of the 13F portfolio, value $22,489,866.

    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 19,388 shares
    Change vs previous 13F -390,279 shares

    <0.01% of the 13F portfolio, value $1,045,983.

    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 409,667 shares
    Change vs previous 13F -21,306 shares

    0.03% of the 13F portfolio, value $21,930,546.

    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 430,973 shares
    Change vs previous 13F -22,808 shares

    0.04% of the 13F portfolio, value $22,518,388.

    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 453,781 shares
    Change vs previous 13F +1,914 shares

    0.03% of the 13F portfolio, value $22,834,280.

    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 451,867 shares
    Change vs previous 13F -58,437 shares

    0.04% of the 13F portfolio, value $21,924,607.

    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 510,304 shares
    Change vs previous 13F -21,165 shares

    0.04% of the 13F portfolio, value $23,532,379.

    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 531,469 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $25,749,694.

    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).