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Disclosery

Corient Private Wealth LP: UGP position timeline

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

Corient Private Wealth LP held 62,497 UGP 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 62,497 shares
    Change vs previous 13F +1,651 shares

    <0.01% of the 13F portfolio, value $313,734.

    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 60,846 shares
    Change vs previous 13F -1,272 shares

    <0.01% of the 13F portfolio, value $335,262.

    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 62,118 shares
    Change vs previous 13F +573 shares

    <0.01% of the 13F portfolio, value $234,186.

    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 61,545 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $252,334.

    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 61,535 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $201,835.

    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 61,346 shares
    Change vs previous 13F +21,857 shares

    <0.01% of the 13F portfolio, value $188,947.

    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 39,489 shares
    Change vs previous 13F +17,531 shares

    <0.01% of the 13F portfolio, value $103,856.

    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 21,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $85,198.

    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).