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Disclosery

Corient Private Wealth LP: SPDW position timeline

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

Corient Private Wealth LP held 1,548,902 SPDW 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 1,548,902 shares
    Change vs previous 13F -144,240 shares

    0.11% of the 13F portfolio, value $78,049,222.

    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 1,693,142 shares
    Change vs previous 13F +71,531 shares

    0.11% of the 13F portfolio, value $77,290,756.

    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 1,621,611 shares
    Change vs previous 13F +962,565 shares

    0.1% of the 13F portfolio, value $72,015,991.

    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 659,046 shares
    Change vs previous 13F +167,979 shares

    0.04% of the 13F portfolio, value $28,200,570.

    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 491,067 shares
    Change vs previous 13F -11,751 shares

    0.03% of the 13F portfolio, value $19,883,321.

    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 502,818 shares
    Change vs previous 13F +162,802 shares

    0.03% of the 13F portfolio, value $18,307,645.

    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 340,016 shares
    Change vs previous 13F -45,647 shares

    0.02% of the 13F portfolio, value $11,604,803.

    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 385,663 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,485,500.

    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).