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Disclosery

Corient Private Wealth LP: SPYG position timeline

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

Corient Private Wealth LP held 739,299 SPYG 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 739,299 shares
    Change vs previous 13F -117,531 shares

    0.12% of the 13F portfolio, value $87,969,186.

    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 856,830 shares
    Change vs previous 13F -22,683 shares

    0.12% of the 13F portfolio, value $83,055,912.

    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 879,513 shares
    Change vs previous 13F +53,897 shares

    0.13% of the 13F portfolio, value $93,844,945.

    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 825,616 shares
    Change vs previous 13F +70,423 shares

    0.14% of the 13F portfolio, value $85,773,492.

    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 755,193 shares
    Change vs previous 13F -164,841 shares

    0.1% of the 13F portfolio, value $71,984,947.

    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 920,034 shares
    Change vs previous 13F -422,463 shares

    0.12% of the 13F portfolio, value $73,943,158.

    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 1,342,497 shares
    Change vs previous 13F -144,414 shares

    0.2% of the 13F portfolio, value $118,005,605.

    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 1,486,911 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $123,324,400.

    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).