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Disclosery

Corient Private Wealth LP: UBND position timeline

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

Corient Private Wealth LP held 1,484,759 UBND 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 1,484,759 shares
    Change vs previous 13F +276,364 shares

    0.04% of the 13F portfolio, value $32,256,405.

    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 1,208,395 shares
    Change vs previous 13F +257,657 shares

    0.04% of the 13F portfolio, value $26,308,917.

    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 950,738 shares
    Change vs previous 13F +351,883 shares

    0.03% of the 13F portfolio, value $20,613,923.

    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 598,855 shares
    Change vs previous 13F +180,821 shares

    0.02% of the 13F portfolio, value $13,204,732.

    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 418,034 shares
    Change vs previous 13F +106,225 shares

    0.01% of the 13F portfolio, value $9,134,037.

    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 311,809 shares
    Change vs previous 13F +93,009 shares

    0.01% of the 13F portfolio, value $6,797,432.

    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 218,800 shares
    Change vs previous 13F +133,624 shares

    0.01% of the 13F portfolio, value $4,675,755.

    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 85,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,894,927.

    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).