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Disclosery

Corient Private Wealth LP: DVY position timeline

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

Corient Private Wealth LP held 100,505 DVY 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 100,505 shares
    Change vs previous 13F +5,448 shares

    0.02% of the 13F portfolio, value $15,708,661.

    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 95,057 shares
    Change vs previous 13F -41,090 shares

    0.02% of the 13F portfolio, value $14,358,340.

    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 136,147 shares
    Change vs previous 13F +52,221 shares

    0.03% of the 13F portfolio, value $19,219,042.

    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 83,926 shares
    Change vs previous 13F -5,692 shares

    0.02% of the 13F portfolio, value $11,925,906.

    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 89,618 shares
    Change vs previous 13F -106,876 shares

    0.02% of the 13F portfolio, value $11,902,317.

    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 196,494 shares
    Change vs previous 13F +95,555 shares

    0.04% of the 13F portfolio, value $26,387,917.

    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 100,939 shares
    Change vs previous 13F -3,523 shares

    0.02% of the 13F portfolio, value $13,252,498.

    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 104,462 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,109,707.

    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).