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Disclosery

Corient Private Wealth LP: SON position timeline

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

Corient Private Wealth LP held 22,720 SON 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 22,720 shares
    Change vs previous 13F +4,018 shares

    <0.01% of the 13F portfolio, value $1,280,273.

    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 18,702 shares
    Change vs previous 13F +3,797 shares

    <0.01% of the 13F portfolio, value $990,088.

    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 14,905 shares
    Change vs previous 13F -430 shares

    <0.01% of the 13F portfolio, value $650,498.

    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 15,335 shares
    Change vs previous 13F -1,317 shares

    <0.01% of the 13F portfolio, value $660,771.

    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 16,652 shares
    Change vs previous 13F +3,047 shares

    <0.01% of the 13F portfolio, value $717,881.

    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 13,605 shares
    Change vs previous 13F -378 shares

    <0.01% of the 13F portfolio, value $642,744.

    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 13,983 shares
    Change vs previous 13F -2,736 shares

    <0.01% of the 13F portfolio, value $683,080.

    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 16,719 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $913,308.

    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).