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Disclosery

Corient Private Wealth LP: SGOL position timeline

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

Corient Private Wealth LP held 27,672 SGOL 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 27,672 shares
    Change vs previous 13F +4,591 shares

    <0.01% of the 13F portfolio, value $1,057,914.

    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 23,081 shares
    Change vs previous 13F -5,041 shares

    <0.01% of the 13F portfolio, value $1,029,875.

    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 28,122 shares
    Change vs previous 13F +1,370 shares

    <0.01% of the 13F portfolio, value $1,156,638.

    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 26,752 shares
    Change vs previous 13F -5,064 shares

    <0.01% of the 13F portfolio, value $984,741.

    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 31,816 shares
    Change vs previous 13F +16,624 shares

    <0.01% of the 13F portfolio, value $1,003,476.

    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 15,192 shares
    Change vs previous 13F +482 shares

    <0.01% of the 13F portfolio, value $453,025.

    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 14,710 shares
    Change vs previous 13F +722 shares

    <0.01% of the 13F portfolio, value $368,487.

    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 13,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $351,519.

    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).