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Disclosery

Corient Private Wealth LP: SLF position timeline

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

Corient Private Wealth LP held 19,635 SLF 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 19,635 shares
    Change vs previous 13F -2,433 shares

    <0.01% of the 13F portfolio, value $1,539,743.

    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: 17,735 shares
    • Corient IA LP: 1,900 shares

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

  2. period ended2026-03-31
    13F 22,068 shares
    Change vs previous 13F -1,510 shares

    <0.01% of the 13F portfolio, value $1,374,692.

    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: 16,358 shares
    • Corient IA LP: 5,710 shares

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

  3. period ended2025-12-31
    13F/A 23,578 shares
    Change vs previous 13F +5,519 shares

    <0.01% of the 13F portfolio, value $1,471,720.

    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: 17,868 shares
    • Corient IA LP: 5,710 shares

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

  4. period ended2025-09-30
    13F 18,059 shares
    Change vs previous 13F +2,314 shares

    <0.01% of the 13F portfolio, value $1,084,133.

    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 15,745 shares
    Change vs previous 13F +338 shares

    <0.01% of the 13F portfolio, value $1,046,281.

    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 15,407 shares
    Change vs previous 13F -4,736 shares

    <0.01% of the 13F portfolio, value $882,259.

    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 20,143 shares
    Change vs previous 13F +9,800 shares

    <0.01% of the 13F portfolio, value $1,195,292.

    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 10,343 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $600,102.

    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).