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Corient Private Wealth LP: SONO position timeline

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

Corient Private Wealth LP held 26,998 SONO 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 26,998 shares
    Change vs previous 13F -11,941 shares

    <0.01% of the 13F portfolio, value $365,285.

    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 38,939 shares
    Change vs previous 13F -2,485 shares

    <0.01% of the 13F portfolio, value $521,651.

    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 41,424 shares
    Change vs previous 13F +25,261 shares

    <0.01% of the 13F portfolio, value $727,407.

    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 16,163 shares
    Change vs previous 13F -9,261 shares

    <0.01% of the 13F portfolio, value $255,376.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 16,163 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 25,424 shares
    Change vs previous 13F +15,424 shares

    <0.01% of the 13F portfolio, value $274,835.

    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: 15,424 shares
    • Corient IA LP: 10,000 shares

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

  6. period ended2025-03-31
    13F 10,000 shares
    Change vs previous 13F -5,375 shares

    0.08% of the 13F portfolio, value $106,700.

    13F-HR 0002058426-25-000002 filed by Corient IA LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 0 shares
    • Corient IA LP: 10,000 shares

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

  7. period ended2024-12-31
    13F 15,375 shares
    Change vs previous 13F -707 shares

    <0.01% of the 13F portfolio, value $231,240.

    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 16,082 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $197,649.

    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).