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Disclosery

Corient Private Wealth LP: SUSA position timeline

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

Corient Private Wealth LP held 11,440 SUSA 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 11,440 shares
    Change vs previous 13F -2,705 shares

    <0.01% of the 13F portfolio, value $1,765,192.

    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 14,145 shares
    Change vs previous 13F -2,011 shares

    <0.01% of the 13F portfolio, value $1,670,821.

    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 16,156 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $2,251,743.

    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 15,826 shares
    Change vs previous 13F +1,681 shares

    <0.01% of the 13F portfolio, value $2,146,813.

    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 14,145 shares
    Change vs previous 13F -1,712 shares

    <0.01% of the 13F portfolio, value $1,792,894.

    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 15,857 shares
    Change vs previous 13F -4,880 shares

    <0.01% of the 13F portfolio, value $1,821,508.

    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 20,737 shares
    Change vs previous 13F -3,074 shares

    <0.01% of the 13F portfolio, value $2,521,426.

    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 23,811 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,866,156.

    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).