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Disclosery

Corient Private Wealth LP: SPYM position timeline

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

Corient Private Wealth LP held 145,061 SPYM 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 145,061 shares
    Change vs previous 13F -89,150 shares

    0.02% of the 13F portfolio, value $12,748,045.

    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 234,211 shares
    Change vs previous 13F -12,618 shares

    0.03% of the 13F portfolio, value $17,926,371.

    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 246,829 shares
    Change vs previous 13F -5,140 shares

    0.03% of the 13F portfolio, value $19,801,533.

    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 251,969 shares
    Change vs previous 13F +1,159 shares

    0.03% of the 13F portfolio, value $19,739,115.

    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 250,810 shares
    Change vs previous 13F +74,521 shares

    0.02% of the 13F portfolio, value $18,231,370.

    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 176,289 shares
    Change vs previous 13F -11,600 shares

    0.02% of the 13F portfolio, value $11,593,073.

    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 187,889 shares
    Change vs previous 13F -40,054 shares

    0.02% of the 13F portfolio, value $12,953,145.

    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 227,943 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,388,379.

    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).