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Disclosery

Corient Private Wealth LP: STZ position timeline

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

Corient Private Wealth LP held 15,354 STZ 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 15,354 shares
    Change vs previous 13F -9,081 shares

    <0.01% of the 13F portfolio, value $2,135,809.

    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 24,435 shares
    Change vs previous 13F -3,323 shares

    0.01% of the 13F portfolio, value $3,632,390.

    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 27,758 shares
    Change vs previous 13F -7,577 shares

    0.01% of the 13F portfolio, value $3,834,050.

    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 35,335 shares
    Change vs previous 13F -18,638 shares

    0.01% of the 13F portfolio, value $4,758,735.

    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 53,973 shares
    Change vs previous 13F -12,963 shares

    0.01% of the 13F portfolio, value $8,780,228.

    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 66,936 shares
    Change vs previous 13F -62,049 shares

    0.02% of the 13F portfolio, value $12,284,212.

    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 128,985 shares
    Change vs previous 13F -36,076 shares

    0.05% of the 13F portfolio, value $28,505,808.

    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 165,061 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $42,534,409.

    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).