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Disclosery

Corient Private Wealth LP: UL position timeline

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

Corient Private Wealth LP held 534,979 UL 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 534,979 shares
    Change vs previous 13F +89,813 shares

    0.04% of the 13F portfolio, value $32,162,947.

    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: 533,030 shares
    • Corient IA LP: 1,949 shares

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

  2. period ended2026-03-31
    13F 445,166 shares
    Change vs previous 13F -244,957 shares

    0.04% of the 13F portfolio, value $25,352,036.

    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: 439,869 shares
    • Corient IA LP: 5,297 shares

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

  3. period ended2025-12-31
    13F/A 690,123 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $45,187,965.

    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: 684,826 shares
    • Corient IA LP: 5,297 shares

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