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Disclosery

Corient Private Wealth LP: SGOV position timeline

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

Corient Private Wealth LP held 41,100 SGOV 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 41,100 shares
    Change vs previous 13F -123,952 shares

    0.01% of the 13F portfolio, value $4,137,610.

    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 165,052 shares
    Change vs previous 13F -62,819 shares

    0.02% of the 13F portfolio, value $16,321,054.

    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 227,871 shares
    Change vs previous 13F -108,350 shares

    0.03% of the 13F portfolio, value $22,872,597.

    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 336,221 shares
    Change vs previous 13F -69,663 shares

    0.05% of the 13F portfolio, value $33,857,457.

    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 405,884 shares
    Change vs previous 13F +104,165 shares

    0.05% of the 13F portfolio, value $40,868,477.

    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 301,719 shares
    Change vs previous 13F -56,701 shares

    0.05% of the 13F portfolio, value $30,374,158.

    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 358,420 shares
    Change vs previous 13F -26,981 shares

    0.04% of the 13F portfolio, value $23,158,967.

    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 385,401 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $38,817,656.

    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).