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Disclosery

Corient Private Wealth LP: SPSM position timeline

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

Corient Private Wealth LP held 657,330 SPSM 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 657,330 shares
    Change vs previous 13F -8,097 shares

    0.05% of the 13F portfolio, value $37,908,289.

    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 665,427 shares
    Change vs previous 13F +29,205 shares

    0.05% of the 13F portfolio, value $31,657,610.

    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 636,222 shares
    Change vs previous 13F -19,756 shares

    0.04% of the 13F portfolio, value $29,817,280.

    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 655,978 shares
    Change vs previous 13F +71,200 shares

    0.05% of the 13F portfolio, value $30,384,913.

    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 584,778 shares
    Change vs previous 13F +21,454 shares

    0.03% of the 13F portfolio, value $24,911,560.

    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 563,324 shares
    Change vs previous 13F -16,710 shares

    0.04% of the 13F portfolio, value $22,961,088.

    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 580,034 shares
    Change vs previous 13F +17,687 shares

    0.04% of the 13F portfolio, value $26,055,138.

    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 562,347 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $25,592,472.

    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).