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Disclosery

Corient Private Wealth LP: SPY position timeline

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

Corient Private Wealth LP held 1,369,947 SPY 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 1,369,947 shares
    Change vs previous 13F -176,121 shares

    1.42% of the 13F portfolio, value $1,023,711,775.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,369,947 shares
    • Corient IA LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,546,068 shares
    Change vs previous 13F -32,425 shares

    1.38% of the 13F portfolio, value $967,313,520.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,543,318 shares
    • Corient IA LP: 2,750 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 1,578,493 shares
    Change vs previous 13F +76,054 shares

    1.46% of the 13F portfolio, value $1,074,537,634.

    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 1,502,439 shares
    Change vs previous 13F +123,115 shares

    1.57% of the 13F portfolio, value $998,365,271.

    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 1,379,324 shares
    Change vs previous 13F +32,036 shares

    1.36% of the 13F portfolio, value $1,023,098,416.

    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 1,347,288 shares
    Change vs previous 13F +191,488 shares

    1.23% of the 13F portfolio, value $754,079,396.

    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 1,155,800 shares
    Change vs previous 13F +37,202 shares

    1.07% of the 13F portfolio, value $642,161,294.

    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 1,118,598 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $640,321,790.

    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).