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Disclosery

Corient Private Wealth LP: UBS position timeline

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

Corient Private Wealth LP held 108,606 UBS 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 108,606 shares
    Change vs previous 13F -13,349 shares

    0.01% of the 13F portfolio, value $5,382,502.

    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: 104,646 shares
    • Corient IA LP: 3,960 shares

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

  2. period ended2026-03-31
    13F 121,955 shares
    Change vs previous 13F -455 shares

    0.01% of the 13F portfolio, value $3,943,751.

    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: 110,065 shares
    • Corient IA LP: 11,890 shares

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

  3. period ended2025-12-31
    13F/A 122,410 shares
    Change vs previous 13F -22,401 shares

    0.01% of the 13F portfolio, value $5,668,847.

    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: 110,520 shares
    • Corient IA LP: 11,890 shares

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

  4. period ended2025-09-30
    13F 144,811 shares
    Change vs previous 13F +29,130 shares

    0.01% of the 13F portfolio, value $5,937,222.

    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: 124,811 shares
    • Corient IA LP: 20,000 shares

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

  5. period ended2025-06-30
    13F/A 115,681 shares
    Change vs previous 13F +21,829 shares

    0.01% of the 13F portfolio, value $3,912,344.

    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: 95,681 shares
    • Corient IA LP: 20,000 shares

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

  6. period ended2025-03-31
    13F 93,852 shares
    Change vs previous 13F +20,562 shares

    <0.01% of the 13F portfolio, value $2,874,726.

    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: 73,852 shares
    • Corient IA LP: 20,000 shares

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

  7. period ended2024-12-31
    13F 73,290 shares
    Change vs previous 13F +797 shares

    <0.01% of the 13F portfolio, value $2,222,164.

    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 72,493 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,240,770.

    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).