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Disclosery

Corient Private Wealth LP: SM position timeline

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

Corient Private Wealth LP held 181,221 SM 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 181,221 shares
    Change vs previous 13F +68,816 shares

    0.01% of the 13F portfolio, value $4,729,871.

    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: 175,161 shares
    • Corient IA LP: 6,060 shares

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

  2. period ended2026-03-31
    13F 112,405 shares
    Change vs previous 13F +95,207 shares

    <0.01% of the 13F portfolio, value $3,389,341.

    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: 106,345 shares
    • Corient IA LP: 6,060 shares

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

  3. period ended2025-12-31
    13F/A 17,198 shares
    Change vs previous 13F -2,056 shares

    <0.01% of the 13F portfolio, value $321,605.

    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 19,254 shares
    Change vs previous 13F -1,912 shares

    <0.01% of the 13F portfolio, value $480,776.

    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 21,166 shares
    Change vs previous 13F -1,238 shares

    <0.01% of the 13F portfolio, value $523,014.

    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: 21,166 shares
    • Corient IA LP: 0 shares

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

  6. period ended2025-03-31
    13F 22,404 shares
    Change vs previous 13F +293 shares

    <0.01% of the 13F portfolio, value $671,000.

    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: 14,904 shares
    • Corient IA LP: 7,500 shares

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

  7. period ended2024-12-31
    13F 22,111 shares
    Change vs previous 13F -3,403 shares

    <0.01% of the 13F portfolio, value $857,023.

    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 25,514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,019,804.

    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).