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Disclosery

Corient Private Wealth LP: SU position timeline

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

Corient Private Wealth LP held 293,484 SU 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 293,484 shares
    Change vs previous 13F +220,775 shares

    0.02% of the 13F portfolio, value $15,754,236.

    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: 291,504 shares
    • Corient IA LP: 1,980 shares

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

  2. period ended2026-03-31
    13F 72,709 shares
    Change vs previous 13F -415,878 shares

    0.01% of the 13F portfolio, value $4,802,285.

    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: 66,749 shares
    • Corient IA LP: 5,960 shares

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

  3. period ended2025-12-31
    13F/A 488,587 shares
    Change vs previous 13F -242,181 shares

    0.03% of the 13F portfolio, value $21,732,276.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 482,627 shares
    • Corient IA LP: 5,960 shares

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

  4. period ended2025-09-30
    13F 730,768 shares
    Change vs previous 13F -16,577 shares

    0.05% of the 13F portfolio, value $30,553,423.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 720,768 shares
    • Corient IA LP: 10,000 shares

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

  5. period ended2025-06-30
    13F/A 747,345 shares
    Change vs previous 13F -63,690 shares

    0.04% of the 13F portfolio, value $27,988,071.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 737,345 shares
    • Corient IA LP: 10,000 shares

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

  6. period ended2025-03-31
    13F 811,035 shares
    Change vs previous 13F +62,170 shares

    0.05% of the 13F portfolio, value $31,403,339.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 801,035 shares
    • Corient IA LP: 10,000 shares

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

  7. period ended2024-12-31
    13F 748,865 shares
    Change vs previous 13F +307,469 shares

    0.04% of the 13F portfolio, value $26,719,563.

    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 441,396 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $16,296,341.

    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).