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Disclosery

Corient Private Wealth LP: SPSB position timeline

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

Corient Private Wealth LP held 69,870 SPSB 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 69,870 shares
    Change vs previous 13F -5,124 shares

    <0.01% of the 13F portfolio, value $2,096,776.

    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 74,994 shares
    Change vs previous 13F +4,001 shares

    <0.01% of the 13F portfolio, value $2,154,037.

    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 70,993 shares
    Change vs previous 13F -8,421 shares

    <0.01% of the 13F portfolio, value $2,143,988.

    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 79,414 shares
    Change vs previous 13F +7,261 shares

    <0.01% of the 13F portfolio, value $2,405,451.

    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 72,153 shares
    Change vs previous 13F -3,375 shares

    <0.01% of the 13F portfolio, value $2,178,313.

    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 75,528 shares
    Change vs previous 13F +3,354 shares

    <0.01% of the 13F portfolio, value $2,273,394.

    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 72,174 shares
    Change vs previous 13F -3,632 shares

    <0.01% of the 13F portfolio, value $2,155,115.

    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 75,806 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,295,406.

    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).