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Disclosery

Corient Private Wealth LP: SMCI position timeline

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

Corient Private Wealth LP held 31,716 SMCI 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 31,716 shares
    Change vs previous 13F +9,950 shares

    <0.01% of the 13F portfolio, value $930,243.

    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 21,766 shares
    Change vs previous 13F -2,187 shares

    <0.01% of the 13F portfolio, value $476,512.

    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 23,953 shares
    Change vs previous 13F -14,289 shares

    <0.01% of the 13F portfolio, value $701,107.

    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 38,242 shares
    Change vs previous 13F -7,632 shares

    <0.01% of the 13F portfolio, value $1,833,341.

    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 45,874 shares
    Change vs previous 13F -3,838 shares

    <0.01% of the 13F portfolio, value $2,248,304.

    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 49,712 shares
    Change vs previous 13F +24,395 shares

    <0.01% of the 13F portfolio, value $1,702,155.

    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 25,317 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $771,665.

    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).