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Disclosery

Corient Private Wealth LP: SDY position timeline

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

Corient Private Wealth LP held 75,630 SDY 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 75,630 shares
    Change vs previous 13F +1,245 shares

    0.02% of the 13F portfolio, value $11,509,304.

    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 74,385 shares
    Change vs previous 13F -25,503 shares

    0.01% of the 13F portfolio, value $10,417,725.

    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 99,888 shares
    Change vs previous 13F +21,809 shares

    0.02% of the 13F portfolio, value $13,911,990.

    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 78,079 shares
    Change vs previous 13F -3,501 shares

    0.02% of the 13F portfolio, value $10,935,201.

    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 81,580 shares
    Change vs previous 13F -7,695 shares

    0.01% of the 13F portfolio, value $11,072,921.

    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 89,275 shares
    Change vs previous 13F -836 shares

    0.02% of the 13F portfolio, value $12,113,059.

    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 90,111 shares
    Change vs previous 13F +4,548 shares

    0.02% of the 13F portfolio, value $11,543,508.

    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 85,563 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,153,684.

    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).