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Disclosery

Corient Private Wealth LP: SHOP position timeline

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

Corient Private Wealth LP held 114,156 SHOP 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 114,156 shares
    Change vs previous 13F -23,954 shares

    0.02% of the 13F portfolio, value $13,033,968.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 109,836 shares
    • Corient IA LP: 4,320 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 138,110 shares
    Change vs previous 13F +10,015 shares

    0.02% of the 13F portfolio, value $15,601,920.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 131,570 shares
    • Corient IA LP: 6,540 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 128,095 shares
    Change vs previous 13F -282 shares

    0.03% of the 13F portfolio, value $20,624,046.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 120,775 shares
    • Corient IA LP: 7,320 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,377 shares
    Change vs previous 13F +34,536 shares

    0.03% of the 13F portfolio, value $18,839,880.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 119,377 shares
    • Corient IA LP: 9,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 93,841 shares
    Change vs previous 13F +4,163 shares

    0.01% of the 13F portfolio, value $10,824,561.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 84,841 shares
    • Corient IA LP: 9,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,678 shares
    Change vs previous 13F -7,056 shares

    0.01% of the 13F portfolio, value $8,562,553.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 80,678 shares
    • Corient IA LP: 9,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 96,734 shares
    Change vs previous 13F -2,812 shares

    0.02% of the 13F portfolio, value $9,946,557.

    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 99,546 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,977,582.

    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).