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Disclosery

Corient Private Wealth LP: FNDX position timeline

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

Corient Private Wealth LP held 392,321 FNDX 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 392,321 shares
    Change vs previous 13F -609,962 shares

    0.02% of the 13F portfolio, value $12,201,175.

    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 1,002,283 shares
    Change vs previous 13F -6,662 shares

    0.04% of the 13F portfolio, value $27,852,059.

    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 1,008,945 shares
    Change vs previous 13F +106,965 shares

    0.04% of the 13F portfolio, value $27,453,795.

    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 901,980 shares
    Change vs previous 13F -7,870 shares

    0.04% of the 13F portfolio, value $23,722,089.

    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 909,850 shares
    Change vs previous 13F -30,423 shares

    0.03% of the 13F portfolio, value $22,327,730.

    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 940,273 shares
    Change vs previous 13F -60,691 shares

    0.04% of the 13F portfolio, value $22,199,878.

    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 1,000,964 shares
    Change vs previous 13F +668,599 shares

    0.04% of the 13F portfolio, value $23,702,867.

    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 332,365 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $23,850,554.

    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).