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Disclosery

Corient Private Wealth LP: SLYV position timeline

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

Corient Private Wealth LP held 43,054 SLYV 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 43,054 shares
    Change vs previous 13F +1,111 shares

    0.01% of the 13F portfolio, value $4,697,623.

    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 41,943 shares
    Change vs previous 13F -14,579 shares

    0.01% of the 13F portfolio, value $3,965,543.

    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 56,522 shares
    Change vs previous 13F -836 shares

    0.01% of the 13F portfolio, value $5,155,130.

    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 57,358 shares
    Change vs previous 13F -2,029 shares

    0.01% of the 13F portfolio, value $5,084,801.

    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 59,387 shares
    Change vs previous 13F -5,947 shares

    0.01% of the 13F portfolio, value $4,736,708.

    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 65,334 shares
    Change vs previous 13F -7,563 shares

    0.01% of the 13F portfolio, value $5,122,131.

    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 72,897 shares
    Change vs previous 13F -41,556 shares

    0.01% of the 13F portfolio, value $6,360,265.

    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 114,453 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,936,741.

    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).