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Disclosery

Corient Private Wealth LP: SPLV position timeline

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

Corient Private Wealth LP held 158,154 SPLV 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 158,154 shares
    Change vs previous 13F -2,907 shares

    0.02% of the 13F portfolio, value $11,845,698.

    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 161,061 shares
    Change vs previous 13F -10,176 shares

    0.02% of the 13F portfolio, value $11,779,840.

    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 171,237 shares
    Change vs previous 13F +8,519 shares

    0.02% of the 13F portfolio, value $12,229,936.

    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 162,718 shares
    Change vs previous 13F +3,627 shares

    0.02% of the 13F portfolio, value $11,810,370.

    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 159,091 shares
    Change vs previous 13F -1,375 shares

    0.02% of the 13F portfolio, value $11,585,009.

    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 160,466 shares
    Change vs previous 13F +44,529 shares

    0.02% of the 13F portfolio, value $11,990,119.

    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 115,937 shares
    Change vs previous 13F -3,049 shares

    0.01% of the 13F portfolio, value $8,115,673.

    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 118,986 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,534,947.

    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).