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Disclosery

Corient Private Wealth LP: UPS position timeline

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

Corient Private Wealth LP held 264,084 UPS 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 264,084 shares
    Change vs previous 13F -36,528 shares

    0.04% of the 13F portfolio, value $28,388,779.

    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 300,612 shares
    Change vs previous 13F +47,864 shares

    0.04% of the 13F portfolio, value $29,383,685.

    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 252,748 shares
    Change vs previous 13F +129,383 shares

    0.03% of the 13F portfolio, value $25,073,100.

    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 123,365 shares
    Change vs previous 13F -111,644 shares

    0.02% of the 13F portfolio, value $10,308,290.

    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 235,009 shares
    Change vs previous 13F -111,188 shares

    0.03% of the 13F portfolio, value $23,721,854.

    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 346,197 shares
    Change vs previous 13F -49,326 shares

    0.06% of the 13F portfolio, value $38,078,646.

    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 395,523 shares
    Change vs previous 13F -65,168 shares

    0.08% of the 13F portfolio, value $49,471,107.

    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 460,691 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $62,810,605.

    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).