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Disclosery

Corient Private Wealth LP: SMG position timeline

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

Corient Private Wealth LP held 114,728 SMG 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 114,728 shares
    Change vs previous 13F +95,616 shares

    0.01% of the 13F portfolio, value $7,814,131.

    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 19,112 shares
    Change vs previous 13F -119,591 shares

    <0.01% of the 13F portfolio, value $1,141,800.

    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 138,703 shares
    Change vs previous 13F +52,427 shares

    0.01% of the 13F portfolio, value $8,016,419.

    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 86,276 shares
    Change vs previous 13F -5,892 shares

    0.01% of the 13F portfolio, value $4,918,438.

    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 92,168 shares
    Change vs previous 13F +70,008 shares

    0.01% of the 13F portfolio, value $6,079,402.

    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 22,160 shares
    Change vs previous 13F -7,930 shares

    <0.01% of the 13F portfolio, value $1,216,365.

    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 30,090 shares
    Change vs previous 13F -2,581 shares

    <0.01% of the 13F portfolio, value $1,996,172.

    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 32,671 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,832,575.

    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).