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Disclosery

Corient Private Wealth LP: SPIB position timeline

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

Corient Private Wealth LP held 55,368 SPIB 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 55,368 shares
    Change vs previous 13F +47,038 shares

    <0.01% of the 13F portfolio, value $1,852,614.

    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 8,330 shares
    Change vs previous 13F -52,817 shares

    <0.01% of the 13F portfolio, value $252,751.

    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 61,147 shares
    Change vs previous 13F -4,998 shares

    <0.01% of the 13F portfolio, value $2,070,133.

    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 66,145 shares
    Change vs previous 13F +1,624 shares

    <0.01% of the 13F portfolio, value $2,241,654.

    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 64,521 shares
    Change vs previous 13F -1,009 shares

    <0.01% of the 13F portfolio, value $2,166,616.

    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 65,530 shares
    Change vs previous 13F -2,039 shares

    <0.01% of the 13F portfolio, value $2,178,218.

    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 67,569 shares
    Change vs previous 13F +2,134 shares

    <0.01% of the 13F portfolio, value $2,213,561.

    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 65,435 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,205,814.

    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).